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
Q3 		$228K Sell
3,697
-3,066
-45% -$193K 0.08% 208
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Ridgewood Investments's HTO Position: Q3 2026 in Review

Ridgewood Investments reduced its H2O America (HTO) stake by 45% in Q3 2026, selling an estimated $193K and leaving 3,697 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #208.

Ridgewood Investments first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. The position peaked at $606K in Q1 2026. 9 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Ridgewood Investments held 3,697 shares of H2O America worth $228K as of Q3 2026.
  • Ridgewood Investments sold 3,066 H2O America shares in Q3 2026, an estimated $193K.
  • H2O America made up 0.08% of Ridgewood Investments's portfolio in Q3 2026, its #208 holding.
  • Ridgewood Investments first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • Ridgewood Investments's H2O America position peaked at $606K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.