Sunbelt Securities’s H2O America HTO Stock Holding History

Sunbelt 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 Q1	$528	Buy	9 +7	+350%	+$381	﹤0.01%	2272
2025 Q4	$98	Buy	+2	New	+$96	﹤0.01%	2550

Other funds holding HTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sunbelt Securities's HTO Position: Q1 2026 in Review

Sunbelt Securities increased its H2O America (HTO) stake by 350% in Q1 2026, buying an estimated $381 and bringing the position to 9 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Sunbelt Securities first reported a position in HTO in Q4 2025 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Sunbelt Securities held 9 shares of H2O America worth $528 as of Q1 2026.
Sunbelt Securities bought 7 H2O America shares in Q1 2026, an estimated $381.
H2O America made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2272 holding.
Sunbelt Securities first reported a position in H2O America in Q4 2025 and has held it in 2 quarters since.
312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.