Meramec Financial Planners’s H2O America HTO Stock Holding History

Meramec Financial Planners’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	–	Sell	-107	Closed	-$5.6K	–	544
2025 Q4	$5.6K	Buy	+107	New	+$5.13K	﹤0.01%	390

Other funds holding HTO

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Meramec Financial Planners's HTO Position: Q1 2026 in Review

Meramec Financial Planners sold out of H2O America (HTO) in Q1 2026, closing a stake of 107 shares — an estimated $5.6K sold.

Meramec Financial Planners first reported a position in HTO in Q4 2025 and held it in 1 quarter. The position peaked at $5.6K in Q4 2025. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Meramec Financial Planners reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
Meramec Financial Planners sold 107 H2O America shares in Q1 2026, an estimated $5.6K.
Meramec Financial Planners first reported a position in H2O America in Q4 2025 and held it in 1 quarter.
Meramec Financial Planners's H2O America position peaked at $5.6K in Q4 2025.
313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Meramec Financial Planners's 13F filing for Q1 2026, filed 27 Apr 2026.