RIL
HTO

Rothschild Investment LLC’s H2O America HTO Stock Holding History

Rothschild Investment LLC’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 		$3.77K Buy
62
+6
+11% +$348 ﹤0.01% 2438
2026
Q1 		$3.29K Buy
56
+18
+47% +$980 ﹤0.01% 2288
2025
Q4 		$1.86K Sell
38
-10
-21% -$480 ﹤0.01% 2418
2025
Q3 		$2.34K Sell
48
-27
-36% -$1.35K ﹤0.01% 2131
2025
Q2 		$3.9K Buy
75
+15
+25% +$798 ﹤0.01% 1633
2025
Q1 		$3.28K Buy
60
+45
+300% +$2.3K ﹤0.01% 1636
2024
Q4 		$738 Sell
15
-25
-63% -$1.38K ﹤0.01% 2386
2024
Q3 		$2.32K Buy
40
+35
+700% +$2.05K ﹤0.01% 1645
2024
Q2 		$271 Hold
5
– – ﹤0.01% 2347
2024
Q1 		$283 Buy
+5
New +$297 ﹤0.01% 1586

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's HTO Position: Q2 2026 in Review

Rothschild Investment LLC increased its H2O America (HTO) stake by 11% in Q2 2026, buying an estimated $348 and bringing the position to 62 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Rothschild Investment LLC first reported a position in HTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.9K in Q2 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Rothschild Investment LLC held 62 shares of H2O America worth $3.77K as of Q2 2026.
  • Rothschild Investment LLC bought 6 H2O America shares in Q2 2026, an estimated $348.
  • H2O America made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2438 holding.
  • Rothschild Investment LLC first reported a position in H2O America in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's H2O America position peaked at $3.9K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.