PMFA
HTO

Plante Moran Financial Advisors’s H2O America HTO Stock Holding History

Plante Moran Financial 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 		$365 Buy
+6
New +$348 ﹤0.01% 1233
2018
Q2 		– Sell
-35
Closed -$2K – 953
2018
Q1 		$2K Buy
+35
New +$1.97K ﹤0.01% 860

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's HTO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in H2O America (HTO) in Q2 2026: 6 shares worth $365. The stake represents ﹤0.01% of the portfolio and ranks #1233 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HTO as recently as Q1 2018.

Plante Moran Financial Advisors first reported a position in HTO in Q1 2018 and has held it in 2 quarters since. The position peaked at $2K in Q1 2018. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Plante Moran Financial Advisors held 6 shares of H2O America worth $365 as of Q2 2026.
  • H2O America was a new Plante Moran Financial Advisors position in Q2 2026.
  • H2O America made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1233 holding.
  • Plante Moran Financial Advisors first reported a position in H2O America in Q1 2018 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's H2O America position peaked at $2K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.