LWM
HTO

Liberty Wealth Management’s H2O America HTO Stock Holding History

Liberty Wealth Management’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 		$506K Hold
8,618
– – 0.06% 145
2026
Q1 		$506K Hold
8,618
– – 0.06% 145
2025
Q4 		$422K Hold
8,618
– – 0.05% 147
2025
Q3 		$420K Buy
+8,618
New +$430K 0.06% 145
2023
Q2 		– Sell
-4,360
Closed -$332K – 231
2023
Q1 		$332K Buy
+4,360
New +$337K 0.07% 158
2022
Q3 		$251K Hold
4,360
– – 0.07% 125
2022
Q2 		$272K Buy
+4,360
New +$270K 0.11% 113

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

Liberty Wealth Management's HTO Position: Q2 2026 in Review

Liberty Wealth Management held its H2O America (HTO) position steady in Q2 2026 at 8,618 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #145.

Liberty Wealth Management first reported a position in HTO in Q2 2022 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Liberty Wealth Management held 8,618 shares of H2O America worth $506K as of Q2 2026.
  • Liberty Wealth Management left its H2O America share count unchanged in Q2 2026.
  • H2O America made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Liberty Wealth Management first reported a position in H2O America in Q2 2022 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.