LPL Financial
HTO

LPL Financial’s H2O America HTO Stock Holding History

LPL Financial’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 		$995K Buy
16,370
+6,089
+59% +$353K ﹤0.01% 4421
2026
Q1 		$603K Buy
10,281
+3,835
+59% +$209K ﹤0.01% 4596
2025
Q4 		$316K Buy
+6,446
New +$309K ﹤0.01% 5109
2023
Q4 		– Sell
-3,936
Closed -$237K – 4892
2023
Q3 		$237K Sell
3,936
-47
-1% -$3.15K ﹤0.01% 4116
2023
Q2 		$279K Buy
3,983
+313
+9% +$23.6K ﹤0.01% 3907
2023
Q1 		$279K Sell
3,670
-599
-14% -$46.3K ﹤0.01% 3797
2022
Q4 		$347K Buy
4,269
+51
+1% +$3.65K ﹤0.01% 3553
2022
Q3 		$243K Sell
4,218
-655
-13% -$42.2K ﹤0.01% 3768
2022
Q2 		$304K Sell
4,873
-502
-9% -$31.1K ﹤0.01% 3621
2022
Q1 		$374K Buy
5,375
+764
+17% +$51.4K ﹤0.01% 3406
2021
Q4 		$338K Buy
4,611
+37
+0.8% +$2.57K ﹤0.01% 3602
2021
Q3 		$302K Buy
+4,574
New +$309K ﹤0.01% 3640
2020
Q1 		– Sell
-2,989
Closed -$212K – 3406
2019
Q4 		$212K Buy
+2,989
New +$211K ﹤0.01% 3056
2019
Q1 		– Sell
-4,341
Closed -$241K – 3239
2018
Q4 		$241K Buy
+4,341
New +$257K ﹤0.01% 2656

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

LPL Financial's HTO Position: Q2 2026 in Review

LPL Financial increased its H2O America (HTO) stake by 59% in Q2 2026, buying an estimated $353K and bringing the position to 16,370 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #4421.

LPL Financial first reported a position in HTO in Q4 2018 and has held it in 14 quarters since. 127 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • LPL Financial held 16,370 shares of H2O America worth $995K as of Q2 2026.
  • LPL Financial bought 6,089 H2O America shares in Q2 2026, an estimated $353K.
  • H2O America made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4421 holding.
  • LPL Financial first reported a position in H2O America in Q4 2018 and has held it in 14 quarters since.
  • 127 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.