RFP
HTO

Root Financial Partners’s H2O America HTO Stock Holding History

Root Financial Partners’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 		– Sell
-58
Closed -$3.4K – 2711
2026
Q1 		$3.4K Buy
58
+9
+18% +$490 ﹤0.01% 2097
2025
Q4 		$2.4K Hold
49
– – ﹤0.01% 1956
2025
Q3 		$2.39K Buy
+49
New +$2.45K ﹤0.01% 1927

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

Root Financial Partners's HTO Position: Q2 2026 in Review

Root Financial Partners sold out of H2O America (HTO) in Q2 2026, closing a stake of 58 shares — an estimated $3.4K sold.

Root Financial Partners first reported a position in HTO in Q3 2025 and held it in 3 quarters. The position peaked at $3.4K in Q1 2026. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Root Financial Partners reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 58 H2O America shares in Q2 2026, an estimated $3.4K.
  • Root Financial Partners first reported a position in H2O America in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's H2O America position peaked at $3.4K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.