TWD
HTO

True Wealth Design’s H2O America HTO Stock Holding History

True Wealth Design’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 		$1.03K Hold
17
– – ﹤0.01% 1963
2026
Q1 		$998 Hold
17
– – ﹤0.01% 1804
2025
Q4 		$833 Sell
17
-25
-60% -$1.2K ﹤0.01% 1774
2025
Q3 		$2.05K Sell
42
-81
-66% -$4.04K ﹤0.01% 1448
2025
Q2 		$6.39K Buy
123
+101
+459% +$5.37K ﹤0.01% 720
2025
Q1 		$1.2K Sell
22
-143
-87% -$7.32K ﹤0.01% 1199
2024
Q4 		$8.12K Buy
+165
New +$9.09K ﹤0.01% 452

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

True Wealth Design's HTO Position: Q2 2026 in Review

True Wealth Design held its H2O America (HTO) position steady in Q2 2026 at 17 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

True Wealth Design first reported a position in HTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.12K in Q4 2024. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • True Wealth Design held 17 shares of H2O America worth $1.03K as of Q2 2026.
  • True Wealth Design left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1963 holding.
  • True Wealth Design first reported a position in H2O America in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's H2O America position peaked at $8.12K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.