AIM
HTO

Ausbil Investment Management’s H2O America HTO Stock Holding History

Ausbil Investment Management’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 		$12.3M Sell
203,028
-41,254
-17% -$2.39M 5.58% 3
2026
Q1 		$14.3M Buy
244,282
+191,163
+360% +$10.4M 7.1% 1
2025
Q4 		$2.6M Buy
+53,119
New +$2.55M 1.48% 27

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Ausbil Investment Management's HTO Position: Q2 2026 in Review

Ausbil Investment Management reduced its H2O America (HTO) stake by 17% in Q2 2026, selling an estimated $2.39M and leaving 203,028 shares worth $12.3M. The position accounts for 5.58% of the portfolio, ranked #3.

Ausbil Investment Management first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q1 2026. 127 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Ausbil Investment Management held 203,028 shares of H2O America worth $12.3M as of Q2 2026.
  • Ausbil Investment Management sold 41,254 H2O America shares in Q2 2026, an estimated $2.39M.
  • H2O America made up 5.58% of Ausbil Investment Management's portfolio in Q2 2026, its #3 holding.
  • Ausbil Investment Management first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • Ausbil Investment Management's H2O America position peaked at $14.3M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.