PWPS
HTO

Pinnacle Wealth Planning Services’s H2O America HTO Stock Holding History

Pinnacle Wealth Planning 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 		$34.9K Buy
575
+155
+37% +$8.99K ﹤0.01% 1512
2026
Q1 		$24.6K Buy
420
+36
+9% +$1.96K ﹤0.01% 1587
2025
Q4 		$18.8K Buy
+384
New +$18.4K ﹤0.01% 1746
2021
Q1 		– Sell
-953
Closed -$66K – 1677
2020
Q4 		$66K Buy
+953
New +$61.9K 0.02% 665

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

Pinnacle Wealth Planning Services's HTO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its H2O America (HTO) stake by 37% in Q2 2026, buying an estimated $8.99K and bringing the position to 575 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Pinnacle Wealth Planning Services first reported a position in HTO in Q4 2020 and has held it in 4 quarters since. The position peaked at $66K in Q4 2020. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 575 shares of H2O America worth $34.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 155 H2O America shares in Q2 2026, an estimated $8.99K.
  • H2O America made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1512 holding.
  • Pinnacle Wealth Planning Services first reported a position in H2O America in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's H2O America position peaked at $66K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.