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
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 $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Raymond James Financial's HTO Position: Q1 2026 in Review

Raymond James Financial reduced its H2O America (HTO) stake by 11% in Q1 2026, selling an estimated $182K and leaving 27,625 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

Raymond James Financial first reported a position in HTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q1 2025. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Raymond James Financial held 27,625 shares of H2O America worth $1.62M as of Q1 2026.
  • Raymond James Financial sold 3,336 H2O America shares in Q1 2026, an estimated $182K.
  • H2O America made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3504 holding.
  • Raymond James Financial first reported a position in H2O America in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's H2O America position peaked at $2.66M in Q1 2025.
  • 313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.