Jupiter Asset Management
HTO icon

Jupiter Asset Management’s H2O America HTO Stock Holding History

Jupiter 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
Q3 		$11.6M Buy
+189,027
New +$11.9M 0.05% 301
2024
Q3 		– Sell
-3,750
Closed -$203K – 477
2024
Q2 		$203K Hold
3,750
– – ﹤0.01% 382
2024
Q1 		$212K Hold
3,750
– – ﹤0.01% 416
2023
Q4 		$245K Sell
3,750
-3,666
-49% -$233K ﹤0.01% 441
2023
Q3 		$446K Buy
+7,416
New +$498K ﹤0.01% 440

Other funds holding HTO

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Jupiter Asset Management's HTO Position: Q3 2026 in Review

Jupiter Asset Management opened a new position in H2O America (HTO) in Q3 2026: 189,027 shares worth $11.6M. The stake represents 0.05% of the portfolio and ranks #301 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in HTO as recently as Q2 2024.

Jupiter Asset Management first reported a position in HTO in Q3 2023 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Jupiter Asset Management held 189,027 shares of H2O America worth $11.6M as of Q3 2026.
  • H2O America was a new Jupiter Asset Management position in Q3 2026.
  • H2O America made up 0.05% of Jupiter Asset Management's portfolio in Q3 2026, its #301 holding.
  • Jupiter Asset Management first reported a position in H2O America in Q3 2023 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.