SL
HTO

Salomon & Ludwin’s H2O America HTO Stock Holding History

Salomon & Ludwin’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 		$29.1K Hold
479
– – ﹤0.01% 872
2026
Q1 		$28.3K Buy
479
+279
+140% +$15.2K ﹤0.01% 818
2025
Q4 		$9.97K Sell
200
-107
-35% -$5.13K ﹤0.01% 1441
2025
Q3 		$14.5K Buy
+307
New +$15.3K ﹤0.01% 1033

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

Salomon & Ludwin's HTO Position: Q2 2026 in Review

Salomon & Ludwin held its H2O America (HTO) position steady in Q2 2026 at 479 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Salomon & Ludwin first reported a position in HTO in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Salomon & Ludwin held 479 shares of H2O America worth $29.1K as of Q2 2026.
  • Salomon & Ludwin left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #872 holding.
  • Salomon & Ludwin first reported a position in H2O America in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.