MCM
HTO

MAI Capital Management’s H2O America HTO Stock Holding History

MAI Capital 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 		– Sell
-54
Closed -$3.17K – 4299
2026
Q1 		$3.17K Buy
54
+23
+74% +$1.25K ﹤0.01% 3735
2025
Q4 		$1.52K Buy
31
+21
+210% +$1.01K ﹤0.01% 3502
2025
Q3 		$487 Sell
10
-68
-87% -$3.4K ﹤0.01% 3627
2025
Q2 		$4.05K Buy
78
+72
+1,200% +$3.83K ﹤0.01% 3155
2025
Q1 		$329 Hold
6
– – ﹤0.01% 3269
2024
Q4 		$296 Buy
+6
New +$331 ﹤0.01% 3346

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

MAI Capital Management's HTO Position: Q2 2026 in Review

MAI Capital Management sold out of H2O America (HTO) in Q2 2026, closing a stake of 54 shares — an estimated $3.17K sold.

MAI Capital Management first reported a position in HTO in Q4 2024 and held it in 6 quarters. The position peaked at $4.05K in Q2 2025. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • MAI Capital Management reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 54 H2O America shares in Q2 2026, an estimated $3.17K.
  • MAI Capital Management first reported a position in H2O America in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's H2O America position peaked at $4.05K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.