PWM
HTO

Perigon Wealth Management’s H2O America HTO Stock Holding History

Perigon Wealth Management’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 		$388K Sell
6,393
-1,396
-18% -$80.9K 0.01% 999
2026
Q1 		$457K Buy
7,789
+46
+0.6% +$2.5K 0.01% 841
2025
Q4 		$379K Buy
+7,743
New +$371K 0.01% 924

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

Perigon Wealth Management's HTO Position: Q2 2026 in Review

Perigon Wealth Management reduced its H2O America (HTO) stake by 18% in Q2 2026, selling an estimated $80.9K and leaving 6,393 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #999.

Perigon Wealth Management first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $457K in Q1 2026. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Perigon Wealth Management held 6,393 shares of H2O America worth $388K as of Q2 2026.
  • Perigon Wealth Management sold 1,396 H2O America shares in Q2 2026, an estimated $80.9K.
  • H2O America made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #999 holding.
  • Perigon Wealth Management first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's H2O America position peaked at $457K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.