AG
HTO

Algert Global’s H2O America HTO Stock Holding History

Algert Global’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
Q1 		– Sell
-48,251
Closed -$2.36M – 1318
2025
Q4 		$2.36M Buy
48,251
+28,560
+145% +$1.37M 0.04% 668
2025
Q3 		$959K Buy
19,691
+14,400
+272% +$719K 0.02% 843
2025
Q2 		$275K Hold
5,291
– – 0.01% 1047
2025
Q1 		$289K Hold
5,291
– – 0.01% 1021
2024
Q4 		$260K Sell
5,291
-1,825
-26% -$101K 0.01% 1020
2024
Q3 		$414K Hold
7,116
– – 0.01% 939
2024
Q2 		$386K Buy
7,116
+3,066
+76% +$168K 0.01% 1010
2024
Q1 		$229K Sell
4,050
-2,079
-34% -$123K 0.01% 943
2023
Q4 		$401K Sell
6,129
-770
-11% -$48.8K 0.02% 879
2023
Q3 		$415K Buy
+6,899
New +$463K 0.02% 803
2022
Q2 		– Sell
-21,094
Closed -$1.47M – 1364
2022
Q1 		$1.47M Buy
21,094
+11,242
+114% +$757K 0.1% 356
2021
Q4 		$721K Sell
9,852
-3,380
-26% -$235K 0.09% 391
2021
Q3 		$874K Buy
+13,232
New +$893K 0.12% 297
2015
Q1 		– Sell
-7,040
Closed -$226K – 340
2014
Q4 		$226K Buy
+7,040
New +$212K 0.13% 240

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM