SS
HTO

SBI Securities’s H2O America HTO Stock Holding History

SBI Securities’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 		$1.58K Sell
26
-57
-69% -$3.31K ﹤0.01% 2640
2026
Q1 		$4.87K Sell
83
-1
-1% -$54 ﹤0.01% 2038
2025
Q4 		$4.12K Sell
84
-44
-34% -$2.11K ﹤0.01% 2103
2025
Q3 		$6.23K Buy
128
+46
+56% +$2.3K ﹤0.01% 1960
2025
Q2 		$4.26K Buy
82
+2
+3% +$106 ﹤0.01% 2059
2025
Q1 		$4.38K Sell
80
-3
-4% -$154 ﹤0.01% 1950
2024
Q4 		$4.08K Buy
+83
New +$4.57K ﹤0.01% 1998

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

SBI Securities's HTO Position: Q2 2026 in Review

SBI Securities reduced its H2O America (HTO) stake by 69% in Q2 2026, selling an estimated $3.31K and leaving 26 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

SBI Securities first reported a position in HTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.23K in Q3 2025. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • SBI Securities held 26 shares of H2O America worth $1.58K as of Q2 2026.
  • SBI Securities sold 57 H2O America shares in Q2 2026, an estimated $3.31K.
  • H2O America made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2640 holding.
  • SBI Securities first reported a position in H2O America in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's H2O America position peaked at $6.23K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.