Lido Advisors
HTO

Lido Advisors’s H2O America HTO Stock Holding History

Lido Advisors’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 		$475K Sell
8,100
-15
-0.2% -$816 ﹤0.01% 1326
2025
Q4 		$398K Hold
8,115
– – ﹤0.01% 1407
2025
Q3 		$395K Sell
8,115
-39
-0.5% -$1.95K ﹤0.01% 1340
2025
Q2 		$424K Hold
8,154
– – ﹤0.01% 1169
2025
Q1 		$446K Hold
8,154
– – ﹤0.01% 1059
2024
Q4 		$401K Hold
8,154
– – ﹤0.01% 1082
2024
Q3 		$474K Sell
8,154
-34
-0.4% -$1.99K ﹤0.01% 975
2024
Q2 		$444K Sell
8,188
-102
-1% -$5.58K ﹤0.01% 964
2024
Q1 		$469K Sell
8,290
-85
-1% -$5.04K ﹤0.01% 925
2023
Q4 		$547K Sell
8,375
-11,326
-57% -$719K 0.01% 832
2023
Q3 		$1.18M Buy
19,701
+11,596
+143% +$778K 0.01% 496
2023
Q2 		$568K Buy
8,105
+5
+0.1% +$378 0.01% 690
2023
Q1 		$617K Sell
8,100
-8,100
-50% -$626K 0.01% 608
2022
Q4 		$1.32M Buy
16,200
+7,800
+93% +$558K 0.02% 356
2022
Q3 		$483K Buy
+8,400
New +$541K 0.01% 563

Other funds holding HTO

BlackRock
BlackRock New York $5.7T 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 $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM