Salomon & Ludwin
HTO icon

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
Q3 		$29.5K Hold
479
– – ﹤0.01% 716
2026
Q2 		$29.1K Hold
479
– – ﹤0.01% 872
2026
Q1 		$28.3K Buy
479
+279
+140% +$15.2K ﹤0.01% 818
2025
Q4 		$10K 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

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Salomon & Ludwin's HTO Position: Q3 2026 in Review

Salomon & Ludwin held its H2O America (HTO) position steady in Q3 2026 at 479 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Salomon & Ludwin first reported a position in HTO in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Salomon & Ludwin held 479 shares of H2O America worth $29.5K as of Q3 2026.
  • Salomon & Ludwin left its H2O America share count unchanged in Q3 2026.
  • H2O America made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #716 holding.
  • Salomon & Ludwin first reported a position in H2O America in Q3 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.