RI
HTO

Ridgewood Investments’s H2O America HTO Stock Holding History

Ridgewood Investments’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 		$411K Sell
6,763
-3,560
-34% -$206K 0.15% 157
2026
Q1 		$606K Buy
+10,323
New +$562K 0.25% 121
2025
Q3 		$337K Buy
+6,911
New +$345K 0.14% 166

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

Ridgewood Investments's HTO Position: Q2 2026 in Review

Ridgewood Investments reduced its H2O America (HTO) stake by 34% in Q2 2026, selling an estimated $206K and leaving 6,763 shares worth $411K. The position accounts for 0.15% of the portfolio, ranked #157.

Ridgewood Investments first reported a position in HTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $606K in Q1 2026. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Ridgewood Investments held 6,763 shares of H2O America worth $411K as of Q2 2026.
  • Ridgewood Investments sold 3,560 H2O America shares in Q2 2026, an estimated $206K.
  • H2O America made up 0.15% of Ridgewood Investments's portfolio in Q2 2026, its #157 holding.
  • Ridgewood Investments first reported a position in H2O America in Q3 2025 and has held it in 3 quarters since.
  • Ridgewood Investments's H2O America position peaked at $606K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.