PFS
HTO

Prospera Financial Services’s H2O America HTO Stock Holding History

Prospera Financial 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 		$5.34M Sell
87,863
-2,149
-2% -$125K 0.08% 271
2026
Q1 		$5.28M Buy
90,012
+2,136
+2% +$116K 0.09% 247
2025
Q4 		$4.31M Buy
87,876
+29,213
+50% +$1.4M 0.07% 275
2025
Q3 		$2.86M Buy
+58,663
New +$2.93M 0.05% 389

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

Prospera Financial Services's HTO Position: Q2 2026 in Review

Prospera Financial Services reduced its H2O America (HTO) stake by 2.4% in Q2 2026, selling an estimated $125K and leaving 87,863 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #271.

Prospera Financial Services first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Prospera Financial Services held 87,863 shares of H2O America worth $5.34M as of Q2 2026.
  • Prospera Financial Services sold 2,149 H2O America shares in Q2 2026, an estimated $125K.
  • H2O America made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #271 holding.
  • Prospera Financial Services first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.