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
Q2 		$1.2M Buy
19,727
+1,358
+7% +$78.7K 0.08% 212
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 $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

IQ EQ Fund Management's HTO Position: Q2 2026 in Review

IQ EQ Fund Management increased its H2O America (HTO) stake by 7.4% in Q2 2026, buying an estimated $78.7K and bringing the position to 19,727 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #212.

IQ EQ Fund Management first reported a position in HTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.58M in Q3 2024. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • IQ EQ Fund Management held 19,727 shares of H2O America worth $1.2M as of Q2 2026.
  • IQ EQ Fund Management bought 1,358 H2O America shares in Q2 2026, an estimated $78.7K.
  • H2O America made up 0.08% of IQ EQ Fund Management's portfolio in Q2 2026, its #212 holding.
  • IQ EQ Fund Management first reported a position in H2O America in Q4 2023 and has held it in 11 quarters since.
  • IQ EQ Fund Management's H2O America position peaked at $3.58M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.