Mercer Global Advisors
HTO

Mercer Global Advisors’s H2O America HTO Stock Holding History

Mercer Global 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 		$451K Buy
7,683
+732
+11% +$39.8K ﹤0.01% 2058
2025
Q4 		$293K Buy
6,951
+2,777
+67% +$133K ﹤0.01% 2248
2025
Q3 		$203K Buy
+4,174
New +$208K ﹤0.01% 2383
2021
Q4 		– Sell
-5,991
Closed -$396K – 1852
2021
Q3 		$396K Buy
+5,991
New +$405K ﹤0.01% 1289

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

Mercer Global Advisors's HTO Position: Q1 2026 in Review

Mercer Global Advisors increased its H2O America (HTO) stake by 11% in Q1 2026, buying an estimated $39.8K and bringing the position to 7,683 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Mercer Global Advisors first reported a position in HTO in Q3 2021 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Mercer Global Advisors held 7,683 shares of H2O America worth $451K as of Q1 2026.
  • Mercer Global Advisors bought 732 H2O America shares in Q1 2026, an estimated $39.8K.
  • H2O America made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2058 holding.
  • Mercer Global Advisors first reported a position in H2O America in Q3 2021 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.