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
Q2 		$736K Buy
12,106
+4,423
+58% +$256K ﹤0.01% 1985
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 $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

Mercer Global Advisors's HTO Position: Q2 2026 in Review

Mercer Global Advisors increased its H2O America (HTO) stake by 58% in Q2 2026, buying an estimated $256K and bringing the position to 12,106 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Mercer Global Advisors first reported a position in HTO in Q3 2021 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Mercer Global Advisors held 12,106 shares of H2O America worth $736K as of Q2 2026.
  • Mercer Global Advisors bought 4,423 H2O America shares in Q2 2026, an estimated $256K.
  • H2O America made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1985 holding.
  • Mercer Global Advisors first reported a position in H2O America in Q3 2021 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.