LIM
HTO

Loudon Investment Management’s H2O America HTO Stock Holding History

Loudon Investment 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 		$561K Buy
9,230
+3,000
+48% +$174K 0.28% 68
2026
Q1 		$366K Buy
6,230
+780
+14% +$42.5K 0.2% 80
2025
Q4 		$267K Buy
+5,450
New +$261K 0.14% 88

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

Loudon Investment Management's HTO Position: Q2 2026 in Review

Loudon Investment Management increased its H2O America (HTO) stake by 48% in Q2 2026, buying an estimated $174K and bringing the position to 9,230 shares worth $561K. The position accounts for 0.28% of the portfolio, ranked #68.

Loudon Investment Management first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Loudon Investment Management held 9,230 shares of H2O America worth $561K as of Q2 2026.
  • Loudon Investment Management bought 3,000 H2O America shares in Q2 2026, an estimated $174K.
  • H2O America made up 0.28% of Loudon Investment Management's portfolio in Q2 2026, its #68 holding.
  • Loudon Investment Management first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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