SHP Wealth Management’s H2O America HTO Stock Holding History

SHP Wealth Management’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	$12.2K	Hold	200	–	–	﹤0.01%	905
2026 Q1	$11.7K	Buy	+200	New	+$10.9K	﹤0.01%	856

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SHP Wealth Management's HTO Position: Q2 2026 in Review

SHP Wealth Management held its H2O America (HTO) position steady in Q2 2026 at 200 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

SHP Wealth Management first reported a position in HTO in Q1 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

SHP Wealth Management held 200 shares of H2O America worth $12.2K as of Q2 2026.
SHP Wealth Management left its H2O America share count unchanged in Q2 2026.
H2O America made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #905 holding.
SHP Wealth Management first reported a position in H2O America in Q1 2026 and has held it in 2 quarters since.
142 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.