Jackson Creek Investment Advisors’s H2O America HTO Stock Holding History

Jackson Creek Investment Advisors’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	$523K	Buy	+8,531	New	+$495K	0.17%	242
2026 Q1	–	Sell	-37,863	Closed	-$1.85M	–	371
2025 Q4	$1.85M	Buy	+37,863	New	+$1.82M	0.55%	49
2025 Q3	–	Sell	-28,990	Closed	-$1.51M	–	353
2025 Q2	$1.51M	Buy	+28,990	New	+$1.54M	0.41%	131
2024 Q2	–	Sell	-18,945	Closed	-$1.07M	–	351
2024 Q1	$1.07M	Buy	+18,945	New	+$1.12M	0.38%	122

Other funds holding HTO

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jackson Creek Investment Advisors's HTO Position: Q2 2026 in Review

Jackson Creek Investment Advisors opened a new position in H2O America (HTO) in Q2 2026: 8,531 shares worth $523K. The stake represents 0.17% of the portfolio and ranks #242 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in HTO as recently as Q4 2025.

Jackson Creek Investment Advisors first reported a position in HTO in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.85M in Q4 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Jackson Creek Investment Advisors held 8,531 shares of H2O America worth $523K as of Q2 2026.
H2O America was a new Jackson Creek Investment Advisors position in Q2 2026.
H2O America made up 0.17% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #242 holding.
Jackson Creek Investment Advisors first reported a position in H2O America in Q1 2024 and has held it in 4 quarters since.
Jackson Creek Investment Advisors's H2O America position peaked at $1.85M in Q4 2025.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.