LFG
HTO

Larson Financial Group’s H2O America HTO Stock Holding History

Larson Financial Group’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 		$142K Buy
2,337
+323
+16% +$18.7K ﹤0.01% 1000
2026
Q1 		$118K Hold
2,014
– – ﹤0.01% 927
2025
Q4 		$98.7K Buy
2,014
+1,988
+7,646% +$95.3K ﹤0.01% 936
2025
Q3 		$1.27K Sell
26
-410
-94% -$20.5K ﹤0.01% 2850
2025
Q2 		$22.7K Buy
436
+422
+3,014% +$22.4K ﹤0.01% 1433
2025
Q1 		$766 Buy
+14
New +$717 ﹤0.01% 2461
2024
Q3 		– Sell
-339
Closed -$18.4K – 2763
2024
Q2 		$18.4K Buy
+339
New +$18.5K ﹤0.01% 1077

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

Larson Financial Group's HTO Position: Q2 2026 in Review

Larson Financial Group increased its H2O America (HTO) stake by 16% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,337 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Larson Financial Group first reported a position in HTO in Q2 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Larson Financial Group held 2,337 shares of H2O America worth $142K as of Q2 2026.
  • Larson Financial Group bought 323 H2O America shares in Q2 2026, an estimated $18.7K.
  • H2O America made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1000 holding.
  • Larson Financial Group first reported a position in H2O America in Q2 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.