Savant Capital’s H2O America HTO Stock Holding History

Savant Capital’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	$225K	Sell	3,698 -5	-0.1%	-$290	﹤0.01%	1674
2026 Q1	$217K	Buy	+3,703	New	+$202K	﹤0.01%	1361

Other funds holding HTO

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Savant Capital's HTO Position: Q2 2026 in Review

Savant Capital reduced its H2O America (HTO) stake by 0.14% in Q2 2026, selling an estimated $290 and leaving 3,698 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Savant Capital first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Savant Capital held 3,698 shares of H2O America worth $225K as of Q2 2026.
Savant Capital sold 5 H2O America shares in Q2 2026, an estimated $290.
H2O America made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1674 holding.
Savant Capital first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.