JWA
HTO

JFS Wealth Advisors’s H2O America HTO Stock Holding History

JFS Wealth 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 		$1.46K Buy
24
+6
+33% +$348 ﹤0.01% 1703
2026
Q1 		$1.06K Sell
18
-2
-10% -$109 ﹤0.01% 1659
2025
Q4 		$980 Buy
20
+11
+122% +$527 ﹤0.01% 1705
2025
Q3 		$439 Sell
9
-2
-18% -$100 ﹤0.01% 1778
2025
Q2 		$572 Sell
11
-5
-31% -$266 ﹤0.01% 1670
2025
Q1 		$876 Buy
16
+10
+167% +$512 ﹤0.01% 1669
2024
Q4 		$296 Sell
6
-13
-68% -$716 ﹤0.01% 1825
2024
Q3 		$1.1K Buy
19
+9
+90% +$527 ﹤0.01% 1672
2024
Q2 		$543 Sell
10
-1
-9% -$55 ﹤0.01% 1791
2024
Q1 		$623 Sell
11
-7
-39% -$415 ﹤0.01% 1744
2023
Q4 		$1.18K Buy
18
+7
+64% +$444 ﹤0.01% 1612
2023
Q3 		$662 Sell
11
-5
-31% -$335 ﹤0.01% 1689
2023
Q2 		$1.12K Hold
16
– – ﹤0.01% 1569
2023
Q1 		$1.22K Sell
16
-2
-11% -$155 ﹤0.01% 1526
2022
Q4 		$1.46K Buy
18
+7
+64% +$500 ﹤0.01% 1490
2022
Q3 		$1K Buy
11
+1
+10% +$64 ﹤0.01% 1643
2022
Q2 		$1K Sell
10
-4
-29% -$247 ﹤0.01% 1635
2022
Q1 		$1K Buy
14
+8
+133% +$538 ﹤0.01% 1728
2021
Q4 		$0 Buy
+6
New +$417 ﹤0.01% 1872

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

JFS Wealth Advisors's HTO Position: Q2 2026 in Review

JFS Wealth Advisors increased its H2O America (HTO) stake by 33% in Q2 2026, buying an estimated $348 and bringing the position to 24 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

JFS Wealth Advisors first reported a position in HTO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46K in Q4 2022. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • JFS Wealth Advisors held 24 shares of H2O America worth $1.46K as of Q2 2026.
  • JFS Wealth Advisors bought 6 H2O America shares in Q2 2026, an estimated $348.
  • H2O America made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1703 holding.
  • JFS Wealth Advisors first reported a position in H2O America in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's H2O America position peaked at $1.46K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.