Wellington Management Group
HTO

Wellington Management Group’s H2O America HTO Stock Holding History

Wellington Management Group’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 		$121M Buy
1,995,839
+382,268
+24% +$22.2M 0.02% 504
2026
Q1 		$94.7M Buy
+1,613,571
New +$87.8M 0.02% 561
2018
Q3 		– Sell
-21,329
Closed -$1.41M – 2302
2018
Q2 		$1.41M Buy
+21,329
New +$1.3M ﹤0.01% 1812

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
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Wellington Management Group's HTO Position: Q2 2026 in Review

Wellington Management Group increased its H2O America (HTO) stake by 24% in Q2 2026, buying an estimated $22.2M and bringing the position to 1,995,839 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #504.

Wellington Management Group first reported a position in HTO in Q2 2018 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Wellington Management Group held 1,995,839 shares of H2O America worth $121M as of Q2 2026.
  • Wellington Management Group bought 382,268 H2O America shares in Q2 2026, an estimated $22.2M.
  • H2O America made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #504 holding.
  • Wellington Management Group first reported a position in H2O America in Q2 2018 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.