MWA
HTO

Medallion Wealth Advisors’s H2O America HTO Stock Holding History

Medallion Wealth Advisors’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
Q1 		$38.7K Hold
660
– – 0.01% 521
2025
Q4 		$32.3K Hold
660
– – 0.01% 550
2025
Q3 		$32.1K Hold
660
– – 0.01% 548
2025
Q2 		$35.2K Hold
660
– – 0.01% 524
2025
Q1 		$35.8K Buy
+660
New +$33.8K 0.02% 476

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Medallion Wealth Advisors's HTO Position: Q1 2026 in Review

Medallion Wealth Advisors held its H2O America (HTO) position steady in Q1 2026 at 660 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #521.

Medallion Wealth Advisors first reported a position in HTO in Q1 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Medallion Wealth Advisors held 660 shares of H2O America worth $38.7K as of Q1 2026.
  • Medallion Wealth Advisors left its H2O America share count unchanged in Q1 2026.
  • H2O America made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #521 holding.
  • Medallion Wealth Advisors first reported a position in H2O America in Q1 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.