TFA
HTO

Transamerica Financial Advisors’s H2O America HTO Stock Holding History

Transamerica Financial Advisors’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 		$425 Hold
7
– – ﹤0.01% 1720
2026
Q1 		$410 Hold
7
– – ﹤0.01% 1510
2025
Q4 		$343 Sell
7
-1
-13% -$48 ﹤0.01% 1434
2025
Q3 		$390 Buy
+8
New +$399 ﹤0.01% 1352

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

Transamerica Financial Advisors's HTO Position: Q2 2026 in Review

Transamerica Financial Advisors held its H2O America (HTO) position steady in Q2 2026 at 7 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Transamerica Financial Advisors first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of H2O America worth $425 as of Q2 2026.
  • Transamerica Financial Advisors left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1720 holding.
  • Transamerica Financial Advisors first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.