Lazard Asset Management
HTO

Lazard Asset Management’s H2O America HTO Stock Holding History

Lazard 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
Q2 		$1.04M Sell
17,086
-23,544
-58% -$1.36M ﹤0.01% 1218
2026
Q1 		$2.38M Buy
+40,630
New +$2.21M ﹤0.01% 817
2023
Q1 		– Sell
-704
Closed -$57K – 2524
2022
Q4 		$57K Buy
+704
New +$50.3K ﹤0.01% 1741
2021
Q1 		– Sell
-836
Closed -$57K – 2008
2020
Q4 		$57K Buy
+836
New +$54.3K ﹤0.01% 1341
2016
Q4 		– Sell
-386,596
Closed -$16.9M – 1049
2016
Q3 		$16.9M Buy
386,596
+124,216
+47% +$5.16M 0.03% 304
2016
Q2 		$10.3M Buy
262,380
+97,380
+59% +$3.48M 0.02% 381
2016
Q1 		$6M Sell
165,000
-733,997
-82% -$24.7M 0.01% 474
2015
Q4 		$26.7M Sell
898,997
-84,253
-9% -$2.57M 0.06% 206
2015
Q3 		$30.2M Buy
983,250
+216,400
+28% +$6.43M 0.07% 185
2015
Q2 		$23.5M Buy
766,850
+21,500
+3% +$649K 0.05% 236
2015
Q1 		$23M Sell
745,350
-44,153
-6% -$1.45M 0.05% 227
2014
Q4 		$25.4M Sell
789,503
-256,848
-25% -$7.72M 0.05% 231
2014
Q3 		$28.1M Buy
1,046,351
+27,350
+3% +$737K 0.06% 206
2014
Q2 		$27.7M Sell
1,019,001
-517,753
-34% -$14.2M 0.06% 220
2014
Q1 		$45.4M Buy
1,536,754
+280,957
+22% +$8.14M 0.1% 175
2013
Q4 		$37.4M Buy
1,255,797
+235,092
+23% +$6.64M 0.08% 188
2013
Q3 		$28.6M Buy
1,020,705
+191,140
+23% +$5.19M 0.07% 203
2013
Q2 		$21.7M Buy
+829,565
New +$21.8M 0.05% 228

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

Lazard Asset Management's HTO Position: Q2 2026 in Review

Lazard Asset Management reduced its H2O America (HTO) stake by 58% in Q2 2026, selling an estimated $1.36M and leaving 17,086 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Lazard Asset Management first reported a position in HTO in Q2 2013 and has held it in 18 quarters since. The position peaked at $45.4M in Q1 2014. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Lazard Asset Management held 17,086 shares of H2O America worth $1.04M as of Q2 2026.
  • Lazard Asset Management sold 23,544 H2O America shares in Q2 2026, an estimated $1.36M.
  • H2O America made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1218 holding.
  • Lazard Asset Management first reported a position in H2O America in Q2 2013 and has held it in 18 quarters since.
  • Lazard Asset Management's H2O America position peaked at $45.4M in Q1 2014.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.