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
Q2 		$509K Buy
8,381
+281
+3% +$16.3K ﹤0.01% 1465
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 $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

Lido Advisors's HTO Position: Q2 2026 in Review

Lido Advisors increased its H2O America (HTO) stake by 3.5% in Q2 2026, buying an estimated $16.3K and bringing the position to 8,381 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Lido Advisors first reported a position in HTO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2022. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Lido Advisors held 8,381 shares of H2O America worth $509K as of Q2 2026.
  • Lido Advisors bought 281 H2O America shares in Q2 2026, an estimated $16.3K.
  • H2O America made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1465 holding.
  • Lido Advisors first reported a position in H2O America in Q3 2022 and has held it in 16 quarters since.
  • Lido Advisors's H2O America position peaked at $1.32M in Q4 2022.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.