Legal & General Group
HTO

Legal & General Group’s H2O America HTO Stock Holding History

Legal & General Group’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 		$31.9M Sell
543,482
-25,340
-4% -$1.38M 0.01% 700
2025
Q4 		$27.9M Buy
568,822
+7,802
+1% +$374K 0.01% 746
2025
Q3 		$27.3M Buy
561,020
+74,021
+15% +$3.7M 0.01% 761
2025
Q2 		$25.3M Buy
486,999
+39,022
+9% +$2.07M 0.01% 773
2025
Q1 		$24.5M Buy
447,977
+85,844
+24% +$4.39M 0.01% 753
2024
Q4 		$17.8M Sell
362,133
-5,489
-1% -$302K ﹤0.01% 872
2024
Q3 		$21.4M Sell
367,622
-12,579
-3% -$736K 0.01% 820
2024
Q2 		$20.6M Sell
380,201
-4,078
-1% -$223K 0.01% 823
2024
Q1 		$21.7M Buy
384,279
+18,354
+5% +$1.09M 0.01% 810
2023
Q4 		$23.9M Buy
365,925
+19,851
+6% +$1.26M 0.01% 787
2023
Q3 		$20.8M Buy
346,074
+16,594
+5% +$1.11M 0.01% 806
2023
Q2 		$23.1M Buy
329,480
+22,189
+7% +$1.68M 0.01% 799
2023
Q1 		$23.4M Buy
307,291
+10,269
+3% +$794K 0.01% 781
2022
Q4 		$24.1M Buy
297,022
+71,027
+31% +$5.08M 0.01% 764
2022
Q3 		$13M Sell
225,995
-22,254
-9% -$1.43M 0.01% 930
2022
Q2 		$15.5M Sell
248,249
-22,528
-8% -$1.39M 0.01% 891
2022
Q1 		$18.8M Sell
270,777
-16,410
-6% -$1.1M 0.01% 892
2021
Q4 		$21M Buy
287,187
+18,558
+7% +$1.29M 0.01% 891
2021
Q3 		$17.7M Buy
268,629
+35,104
+15% +$2.37M 0.01% 918
2021
Q2 		$14.8M Buy
233,525
+29,490
+14% +$1.91M ﹤0.01% 992
2021
Q1 		$12.9M Buy
204,035
+36,003
+21% +$2.35M ﹤0.01% 1053
2020
Q4 		$11.7M Sell
168,032
-6,175
-4% -$401K ﹤0.01% 1030
2020
Q3 		$10.6M Buy
174,207
+13,232
+8% +$837K ﹤0.01% 993
2020
Q2 		$10M Buy
160,975
+16,578
+11% +$995K ﹤0.01% 988
2020
Q1 		$8.38M Buy
144,397
+1,358
+0.9% +$91.4K ﹤0.01% 964
2019
Q4 		$10.2M Buy
143,039
+13,025
+10% +$920K ﹤0.01% 1014
2019
Q3 		$8.88M Buy
130,014
+9,380
+8% +$616K ﹤0.01% 1024
2019
Q2 		$7.33M Buy
120,634
+9,254
+8% +$570K ﹤0.01% 1094
2019
Q1 		$6.88M Buy
111,380
+33,210
+42% +$1.99M ﹤0.01% 1015
2018
Q4 		$4.35M Buy
78,170
+4,754
+6% +$282K ﹤0.01% 1133
2018
Q3 		$4.49M Buy
73,416
+2,807
+4% +$174K ﹤0.01% 1241
2018
Q2 		$4.68M Buy
70,609
+10,195
+17% +$620K ﹤0.01% 1159
2018
Q1 		$3.19M Buy
60,414
+3,931
+7% +$221K ﹤0.01% 1353
2017
Q4 		$3.61M Buy
56,483
+1,593
+3% +$101K ﹤0.01% 1285
2017
Q3 		$3.11M Buy
54,890
+6,551
+14% +$352K ﹤0.01% 1322
2017
Q2 		$2.38M Sell
48,339
-1,572
-3% -$77.8K ﹤0.01% 1428
2017
Q1 		$2.41M Buy
49,911
+1,029
+2% +$50.7K ﹤0.01% 1359
2016
Q4 		$2.74M Buy
48,882
+10,381
+27% +$524K ﹤0.01% 1202
2016
Q3 		$1.68M Buy
38,501
+2,124
+6% +$88.3K ﹤0.01% 1154
2016
Q2 		$1.43M Sell
36,377
-3,128
-8% -$112K ﹤0.01% 1069
2016
Q1 		$1.44M Sell
39,505
-2,333
-6% -$78.5K ﹤0.01% 1002
2015
Q4 		$1.24M Sell
41,838
-2,780
-6% -$84.9K ﹤0.01% 1097
2015
Q3 		$1.37M Buy
44,618
+3,970
+10% +$118K ﹤0.01% 1030
2015
Q2 		$1.25M Buy
40,648
+3,650
+10% +$110K ﹤0.01% 1099
2015
Q1 		$1.14M Buy
36,998
+790
+2% +$26K ﹤0.01% 1086
2014
Q4 		$1.17M Sell
36,208
-2,232
-6% -$67.1K ﹤0.01% 1042
2014
Q3 		$1.03M Buy
38,440
+2,656
+7% +$71.5K ﹤0.01% 1037
2014
Q2 		$973K Sell
35,784
-8,000
-18% -$219K ﹤0.01% 1003
2014
Q1 		$1.29M Buy
43,784
+5,879
+16% +$170K ﹤0.01% 920
2013
Q4 		$1.13M Buy
37,905
+3,415
+10% +$96.5K ﹤0.01% 935
2013
Q3 		$966K Buy
34,490
+11,170
+48% +$303K ﹤0.01% 957
2013
Q2 		$611K Buy
+23,320
New +$614K ﹤0.01% 991

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

Legal & General Group's HTO Position: Q1 2026 in Review

Legal & General Group reduced its H2O America (HTO) stake by 4.5% in Q1 2026, selling an estimated $1.38M and leaving 543,482 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #700.

Legal & General Group first reported a position in HTO in Q2 2013 and has held it in 52 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Legal & General Group held 543,482 shares of H2O America worth $31.9M as of Q1 2026.
  • Legal & General Group sold 25,340 H2O America shares in Q1 2026, an estimated $1.38M.
  • H2O America made up 0.01% of Legal & General Group's portfolio in Q1 2026, its #700 holding.
  • Legal & General Group first reported a position in H2O America in Q2 2013 and has held it in 52 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.