Jacobs Levy Equity Management
HTO

Jacobs Levy Equity Management’s H2O America HTO Stock Holding History

Jacobs Levy Equity 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 		– Sell
-21,668
Closed -$1.27M – 1068
2026
Q1 		$1.27M Sell
21,668
-61
-0.3% -$3.32K 0.01% 669
2025
Q4 		$1.06M Sell
21,729
-478
-2% -$22.9K ﹤0.01% 670
2025
Q3 		$1.08M Buy
+22,207
New +$1.11M ﹤0.01% 698
2016
Q3 		– Sell
-24,110
Closed -$949K – 1116
2016
Q2 		$949K Sell
24,110
-2,396
-9% -$85.7K 0.02% 604
2016
Q1 		$963K Buy
+26,506
New +$892K 0.02% 574

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

Jacobs Levy Equity Management's HTO Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of H2O America (HTO) in Q2 2026, closing a stake of 21,668 shares — an estimated $1.27M sold.

Jacobs Levy Equity Management first reported a position in HTO in Q1 2016 and held it in 5 quarters. The position peaked at $1.27M in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 21,668 H2O America shares in Q2 2026, an estimated $1.27M.
  • Jacobs Levy Equity Management first reported a position in H2O America in Q1 2016 and held it in 5 quarters.
  • Jacobs Levy Equity Management's H2O America position peaked at $1.27M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.