KFAS
HTO

Keating Financial Advisory Services’s H2O America HTO Stock Holding History

Keating Financial Advisory Services’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 		$5.41K Buy
89
+18
+25% +$1.04K ﹤0.01% 1521
2026
Q1 		$4.17K Buy
71
+64
+914% +$3.48K ﹤0.01% 1545
2025
Q4 		$343 Buy
+7
New +$336 ﹤0.01% 2005

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's HTO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its H2O America (HTO) stake by 25% in Q2 2026, buying an estimated $1.04K and bringing the position to 89 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Keating Financial Advisory Services first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Keating Financial Advisory Services held 89 shares of H2O America worth $5.41K as of Q2 2026.
  • Keating Financial Advisory Services bought 18 H2O America shares in Q2 2026, an estimated $1.04K.
  • H2O America made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1521 holding.
  • Keating Financial Advisory Services first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.