Root Financial Partners
HTO icon

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
Q3 		$3.94K Buy
+64
New +$4.03K ﹤0.01% 2318
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 $6.79T AUM 37.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's HTO Position: Q3 2026 in Review

Root Financial Partners opened a new position in H2O America (HTO) in Q3 2026: 64 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #2318 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HTO as recently as Q1 2026.

Root Financial Partners first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Root Financial Partners held 64 shares of H2O America worth $3.94K as of Q3 2026.
  • H2O America was a new Root Financial Partners position in Q3 2026.
  • H2O America made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2318 holding.
  • Root Financial Partners first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.