MFS
HTO

Mirabella Financial Services’s H2O America HTO Stock Holding History

Mirabella Financial Services’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 		$1.37M Buy
22,494
+17,849
+384% +$1.03M 0.13% 71
2026
Q1 		$273K Buy
+4,645
New +$253K 0.03% 547
2024
Q2 		– Sell
-5,456
Closed -$311K – 664
2024
Q1 		$311K Buy
5,456
+2,386
+78% +$142K 0.02% 383
2023
Q4 		$201K Buy
+3,070
New +$195K 0.03% 374
2023
Q1 		– Sell
-50,341
Closed -$4.09M – 575
2022
Q4 		$4.09M Buy
+50,341
New +$3.6M 0.37% 48

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

Mirabella Financial Services's HTO Position: Q2 2026 in Review

Mirabella Financial Services increased its H2O America (HTO) stake by 384% in Q2 2026, buying an estimated $1.03M and bringing the position to 22,494 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #71.

Mirabella Financial Services first reported a position in HTO in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.09M in Q4 2022. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Mirabella Financial Services held 22,494 shares of H2O America worth $1.37M as of Q2 2026.
  • Mirabella Financial Services bought 17,849 H2O America shares in Q2 2026, an estimated $1.03M.
  • H2O America made up 0.13% of Mirabella Financial Services's portfolio in Q2 2026, its #71 holding.
  • Mirabella Financial Services first reported a position in H2O America in Q4 2022 and has held it in 5 quarters since.
  • Mirabella Financial Services's H2O America position peaked at $4.09M in Q4 2022.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.