IWC
HTO

Integrated Wealth Concepts’s H2O America HTO Stock Holding History

Integrated Wealth Concepts’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 		$103K Buy
+1,703
New +$98.7K ﹤0.01% 2790

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

Integrated Wealth Concepts's HTO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in H2O America (HTO) in Q2 2026: 1,703 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2790 among its holdings.

314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Integrated Wealth Concepts held 1,703 shares of H2O America worth $103K as of Q2 2026.
  • H2O America was a new Integrated Wealth Concepts position in Q2 2026.
  • H2O America made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2790 holding.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.