Position in HTO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$370,027
+$7,682 QoQ
Shares Held
6,089
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#199
of 313 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Advisor OS, LLC holds $1,700,429 across 2 Utilities - Regulated Water names. HTO ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
10,111 | $1,330,402 | |
| 2 | HTO |
H2o America
This page
|
6,089 | $370,027 |
All Filings in HTO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,027 | 6,089 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $362,345 | 6,176 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||