EAM
HTO

Everstar Asset Management’s H2O America HTO Stock Holding History

Everstar Asset 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 		$1.22M Sell
20,061
-304
-1% -$17.6K 0.59% 50
2026
Q1 		$1.19M Buy
20,365
+11,865
+140% +$646K 0.64% 48
2025
Q4 		$416K Sell
8,500
-7,344
-46% -$352K 0.22% 125
2025
Q3 		$772K Buy
15,844
+1,792
+13% +$89.5K 0.44% 82
2025
Q2 		$730K Buy
14,052
+9,052
+181% +$481K 0.45% 71
2025
Q1 		$273K Buy
+5,000
New +$256K 0.18% 141

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

Everstar Asset Management's HTO Position: Q2 2026 in Review

Everstar Asset Management reduced its H2O America (HTO) stake by 1.5% in Q2 2026, selling an estimated $17.6K and leaving 20,061 shares worth $1.22M. The position accounts for 0.59% of the portfolio, ranked #50.

Everstar Asset Management first reported a position in HTO in Q1 2025 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Everstar Asset Management held 20,061 shares of H2O America worth $1.22M as of Q2 2026.
  • Everstar Asset Management sold 304 H2O America shares in Q2 2026, an estimated $17.6K.
  • H2O America made up 0.59% of Everstar Asset Management's portfolio in Q2 2026, its #50 holding.
  • Everstar Asset Management first reported a position in H2O America in Q1 2025 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.