Raymond James Financial
HTO

Raymond James Financial’s H2O America HTO Stock Holding History

Raymond James Financial’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 		$19.1M Buy
315,073
+287,448
+1,041% +$16.7M 0.01% 1592
2026
Q1 		$1.62M Sell
27,625
-3,336
-11% -$182K ﹤0.01% 3504
2025
Q4 		$1.52M Sell
30,961
-8,824
-22% -$423K ﹤0.01% 3491
2025
Q3 		$1.94M Buy
39,785
+2,378
+6% +$119K ﹤0.01% 3198
2025
Q2 		$1.94M Sell
37,407
-11,165
-23% -$594K ﹤0.01% 3104
2025
Q1 		$2.66M Buy
48,572
+9,124
+23% +$467K ﹤0.01% 2792
2024
Q4 		$1.94M Buy
+39,448
New +$2.17M ﹤0.01% 2995

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

Raymond James Financial's HTO Position: Q2 2026 in Review

Raymond James Financial increased its H2O America (HTO) stake by 1,041% in Q2 2026, buying an estimated $16.7M and bringing the position to 315,073 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #1592.

Raymond James Financial first reported a position in HTO in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Raymond James Financial held 315,073 shares of H2O America worth $19.1M as of Q2 2026.
  • Raymond James Financial bought 287,448 H2O America shares in Q2 2026, an estimated $16.7M.
  • H2O America made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1592 holding.
  • Raymond James Financial first reported a position in H2O America in Q4 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.