II
HTO

Inspire Investing’s H2O America HTO Stock Holding History

Inspire Investing’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Sell
201
-3,418
-94% -$198K ﹤0.01% 1112
2026
Q1 		$212K Sell
3,619
-598
-14% -$32.5K 0.01% 883
2025
Q4 		$207K Sell
4,217
-5,385
-56% -$258K 0.02% 832
2025
Q3 		$468K Buy
9,602
+4,293
+81% +$214K 0.05% 322
2025
Q2 		$276K Buy
+5,309
New +$282K 0.03% 793
2024
Q4 		– Sell
-5,324
Closed -$309K – 856
2024
Q3 		$309K Buy
+5,324
New +$312K 0.03% 759
2020
Q2 		– Sell
-187
Closed -$11K – 679
2020
Q1 		$11K Buy
+187
New +$12.6K ﹤0.01% 692
2018
Q1 		– Sell
-156
Closed -$10K – 614
2017
Q4 		$10K Buy
+156
New +$9.87K 0.01% 806

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Inspire Investing's HTO Position: Q2 2026 in Review

Inspire Investing reduced its H2O America (HTO) stake by 94% in Q2 2026, selling an estimated $198K and leaving 201 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Inspire Investing first reported a position in HTO in Q4 2017 and has held it in 8 quarters since. The position peaked at $468K in Q3 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Inspire Investing held 201 shares of H2O America worth $12.2K as of Q2 2026.
  • Inspire Investing sold 3,418 H2O America shares in Q2 2026, an estimated $198K.
  • H2O America made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1112 holding.
  • Inspire Investing first reported a position in H2O America in Q4 2017 and has held it in 8 quarters since.
  • Inspire Investing's H2O America position peaked at $468K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.