IC
HTO

IEQ Capital’s H2O America HTO Stock Holding History

IEQ Capital’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 		$1.81M Sell
29,734
-276
-0.9% -$16K 0.01% 845
2026
Q1 		$1.76M Buy
30,010
+4,555
+18% +$248K 0.01% 818
2025
Q4 		$1.25M Buy
25,455
+2,998
+13% +$144K ﹤0.01% 951
2025
Q3 		$1.09M Buy
22,457
+2,096
+10% +$105K ﹤0.01% 976
2025
Q2 		$1.06M Buy
20,361
+7,483
+58% +$398K 0.01% 840
2025
Q1 		$704K Buy
12,878
+4,338
+51% +$222K 0.01% 855
2024
Q4 		$420K Buy
+8,540
New +$470K ﹤0.01% 905

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

IEQ Capital's HTO Position: Q2 2026 in Review

IEQ Capital reduced its H2O America (HTO) stake by 0.92% in Q2 2026, selling an estimated $16K and leaving 29,734 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #845.

IEQ Capital first reported a position in HTO in Q4 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • IEQ Capital held 29,734 shares of H2O America worth $1.81M as of Q2 2026.
  • IEQ Capital sold 276 H2O America shares in Q2 2026, an estimated $16K.
  • H2O America made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #845 holding.
  • IEQ Capital first reported a position in H2O America in Q4 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.