Los Angeles Capital Management’s H2O America HTO Stock Holding History

Los Angeles Capital 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 Q1	–	Sell	-9,610	Closed	-$443K	–	2579
2025 Q4	$443K	Hold	9,610	–	–	﹤0.01%	937
2025 Q3	$468K	Buy	+9,610	New	+$480K	﹤0.01%	959
2019 Q2	–	Sell	-15,502	Closed	-$957K	–	1415
2019 Q1	$957K	Hold	15,502	–	–	0.01%	869
2018 Q4	$862K	Buy	15,502 +810	+6%	+$48K	0.01%	787
2018 Q3	$898K	Hold	14,692	–	–	﹤0.01%	912
2018 Q2	$973K	Buy	14,692 +5,040	+52%	+$306K	0.01%	910
2018 Q1	$509K	Buy	+9,652	New	+$542K	﹤0.01%	1025
2016 Q3	–	Sell	-5,860	Closed	-$231K	–	1275
2016 Q2	$231K	Sell	5,860 -525	-8%	-$18.8K	﹤0.01%	1125
2016 Q1	$232K	Buy	+6,385	New	+$215K	﹤0.01%	1020

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Los Angeles Capital Management's HTO Position: Q1 2026 in Review

Los Angeles Capital Management sold out of H2O America (HTO) in Q1 2026, closing a stake of 9,610 shares — an estimated $443K sold.

Los Angeles Capital Management first reported a position in HTO in Q1 2016 and held it in 9 quarters. The position peaked at $973K in Q2 2018. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Los Angeles Capital Management reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
Los Angeles Capital Management sold 9,610 H2O America shares in Q1 2026, an estimated $443K.
Los Angeles Capital Management first reported a position in H2O America in Q1 2016 and held it in 9 quarters.
Los Angeles Capital Management's H2O America position peaked at $973K in Q2 2018.
313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.