PWP
HTO

Phillips Wealth Planners’s H2O America HTO Stock Holding History

Phillips Wealth Planners’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 		$227K Buy
+3,679
New +$213K 0.17% 198

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

Phillips Wealth Planners's HTO Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in H2O America (HTO) in Q2 2026: 3,679 shares worth $227K. The stake represents 0.17% of the portfolio and ranks #198 among its holdings.

314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Phillips Wealth Planners held 3,679 shares of H2O America worth $227K as of Q2 2026.
  • H2O America was a new Phillips Wealth Planners position in Q2 2026.
  • H2O America made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #198 holding.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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