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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
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 $5.72T AUM 30.48% 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 $5.19B AUM 36.17% 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 $2.9T AUM 29.55% 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

Root Financial Partners's HTO Position: Q1 2026 in Review

Root Financial Partners increased its H2O America (HTO) stake by 18% in Q1 2026, buying an estimated $490 and bringing the position to 58 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Root Financial Partners first reported a position in HTO in Q3 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Root Financial Partners held 58 shares of H2O America worth $3.4K as of Q1 2026.
  • Root Financial Partners bought 9 H2O America shares in Q1 2026, an estimated $490.
  • H2O America made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2097 holding.
  • Root Financial Partners first reported a position in H2O America in Q3 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.