NAAA
HTO

New Age Alpha Advisors’s H2O America HTO Stock Holding History

New Age Alpha 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 		$2.27M Sell
37,401
-22,056
-37% -$1.28M 0.1% 268
2026
Q1 		$3.49M Sell
59,457
-2,194
-4% -$119K 0.16% 182
2025
Q4 		$3.02M Buy
61,651
+239
+0.4% +$11.5K 0.13% 241
2025
Q3 		$2.99M Sell
61,412
-1,447
-2% -$72.2K 0.13% 228
2025
Q2 		$3.27M Sell
62,859
-2,662
-4% -$142K 0.14% 207
2025
Q1 		$3.58M Buy
65,521
+23,275
+55% +$1.19M 0.16% 197
2024
Q4 		$2.08M Buy
+42,246
New +$2.33M 0.08% 309

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

New Age Alpha Advisors's HTO Position: Q2 2026 in Review

New Age Alpha Advisors reduced its H2O America (HTO) stake by 37% in Q2 2026, selling an estimated $1.28M and leaving 37,401 shares worth $2.27M. The position accounts for 0.1% of the portfolio, ranked #268.

New Age Alpha Advisors first reported a position in HTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q1 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • New Age Alpha Advisors held 37,401 shares of H2O America worth $2.27M as of Q2 2026.
  • New Age Alpha Advisors sold 22,056 H2O America shares in Q2 2026, an estimated $1.28M.
  • H2O America made up 0.1% of New Age Alpha Advisors's portfolio in Q2 2026, its #268 holding.
  • New Age Alpha Advisors first reported a position in H2O America in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's H2O America position peaked at $3.58M in Q1 2025.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.