OQS
HTO

Occudo Quantitative Strategies’s H2O America HTO Stock Holding History

Occudo Quantitative Strategies’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 		$5.84M Buy
96,174
+34,813
+57% +$2.02M 0.31% 91
2026
Q1 		$3.45M Buy
+61,361
New +$3.34M 0.19% 158
2024
Q1 		– Sell
-14,285
Closed -$934K – 1005
2023
Q4 		$934K Sell
14,285
-4,177
-23% -$265K 0.13% 222
2023
Q3 		$1.11M Buy
+18,462
New +$1.24M 0.14% 222

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

Occudo Quantitative Strategies's HTO Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its H2O America (HTO) stake by 57% in Q2 2026, buying an estimated $2.02M and bringing the position to 96,174 shares worth $5.84M. The position accounts for 0.31% of the portfolio, ranked #91.

Occudo Quantitative Strategies first reported a position in HTO in Q3 2023 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Occudo Quantitative Strategies held 96,174 shares of H2O America worth $5.84M as of Q2 2026.
  • Occudo Quantitative Strategies bought 34,813 H2O America shares in Q2 2026, an estimated $2.02M.
  • H2O America made up 0.31% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #91 holding.
  • Occudo Quantitative Strategies first reported a position in H2O America in Q3 2023 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.