IEFM
HTO

IQ EQ Fund Management’s H2O America HTO Stock Holding History

IQ EQ Fund 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
Q1 		$1.08M Sell
18,369
-2,618
-12% -$143K 0.08% 207
2025
Q4 		$1.03M Buy
20,987
+947
+5% +$45.4K 0.07% 210
2025
Q3 		$976K Sell
20,040
-7,499
-27% -$374K 0.07% 209
2025
Q2 		$1.43M Buy
27,539
+2,133
+8% +$113K 0.13% 177
2025
Q1 		$1.39M Buy
25,406
+375
+1% +$19.2K 0.16% 147
2024
Q4 		$1.23M Sell
25,031
-36,555
-59% -$2.01M 0.15% 153
2024
Q3 		$3.58M Sell
61,586
-2,773
-4% -$162K 0.37% 81
2024
Q2 		$3.49M Buy
64,359
+38,044
+145% +$2.08M 0.4% 77
2024
Q1 		$1.49M Buy
26,315
+7,735
+42% +$459K 0.17% 152
2023
Q4 		$1.21M Buy
+18,580
New +$1.18M 0.14% 187

Other funds holding HTO

BlackRock
BlackRock New York $5.72T 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 $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IQ EQ Fund Management's HTO Position: Q1 2026 in Review

IQ EQ Fund Management reduced its H2O America (HTO) stake by 12% in Q1 2026, selling an estimated $143K and leaving 18,369 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #207.

IQ EQ Fund Management first reported a position in HTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.58M in Q3 2024. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • IQ EQ Fund Management held 18,369 shares of H2O America worth $1.08M as of Q1 2026.
  • IQ EQ Fund Management sold 2,618 H2O America shares in Q1 2026, an estimated $143K.
  • H2O America made up 0.08% of IQ EQ Fund Management's portfolio in Q1 2026, its #207 holding.
  • IQ EQ Fund Management first reported a position in H2O America in Q4 2023 and has held it in 10 quarters since.
  • IQ EQ Fund Management's H2O America position peaked at $3.58M in Q3 2024.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.