VWA
HTO

VSM Wealth Advisory’s H2O America HTO Stock Holding History

VSM Wealth 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 		$5.89K Hold
97
– – ﹤0.01% 402
2026
Q1 		$5.69K Hold
97
– – ﹤0.01% 401
2025
Q4 		$4.75K Buy
+97
New +$4.65K ﹤0.01% 376
2025
Q3 		– Sell
-97
Closed -$5.04K – 497
2025
Q2 		$5.04K Hold
97
– – ﹤0.01% 431
2025
Q1 		$5.3K Hold
97
– – ﹤0.01% 403
2024
Q4 		$4.77K Buy
+97
New +$5.34K ﹤0.01% 395

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

VSM Wealth Advisory's HTO Position: Q2 2026 in Review

VSM Wealth Advisory held its H2O America (HTO) position steady in Q2 2026 at 97 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

VSM Wealth Advisory first reported a position in HTO in Q4 2024 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • VSM Wealth Advisory held 97 shares of H2O America worth $5.89K as of Q2 2026.
  • VSM Wealth Advisory left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #402 holding.
  • VSM Wealth Advisory first reported a position in H2O America in Q4 2024 and has held it in 6 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.