SPIA
HTO

Steward Partners Investment Advisory’s H2O America HTO Stock Holding History

Steward Partners Investment Advisory’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 		$11.2K Hold
184
– – ﹤0.01% 3681
2026
Q1 		$10.8K Hold
184
– – ﹤0.01% 3520
2025
Q4 		$9.01K Hold
184
– – ﹤0.01% 3482
2025
Q3 		$8.96K Buy
+184
New +$9.19K ﹤0.01% 3454

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return

Steward Partners Investment Advisory's HTO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its H2O America (HTO) position steady in Q2 2026 at 184 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Steward Partners Investment Advisory first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Steward Partners Investment Advisory held 184 shares of H2O America worth $11.2K as of Q2 2026.
  • Steward Partners Investment Advisory left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3681 holding.
  • Steward Partners Investment Advisory first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.