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
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 $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Salomon & Ludwin's HTO Position: Q1 2026 in Review

Salomon & Ludwin increased its H2O America (HTO) stake by 140% in Q1 2026, buying an estimated $15.2K and bringing the position to 479 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Salomon & Ludwin first reported a position in HTO in Q3 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Salomon & Ludwin held 479 shares of H2O America worth $28.3K as of Q1 2026.
  • Salomon & Ludwin bought 279 H2O America shares in Q1 2026, an estimated $15.2K.
  • H2O America made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #818 holding.
  • Salomon & Ludwin first reported a position in H2O America in Q3 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.