Simplex Trading
HTO

Simplex Trading’s H2O America HTO Stock Holding History

Simplex Trading’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 		– Sell
-65
Closed -$3.54K – 10047
2025
Q4 		$3.18K Sell
65
-228
-78% -$10.9K ﹤0.01% 7655
2025
Q3 		$14K Sell
293
-632
-68% -$31.6K ﹤0.01% 7661
2025
Q2 		$48K Buy
925
+885
+2,213% +$47.1K ﹤0.01% 5976
2025
Q1 		$2K Sell
40
-32
-44% -$1.64K ﹤0.01% 8064
2024
Q4 		$3K Buy
72
+24
+50% +$1.32K ﹤0.01% 7922
2024
Q3 		$2K Sell
48
-73
-60% -$4.27K ﹤0.01% 8067
2024
Q2 		$6K Sell
121
-54
-31% -$2.95K ﹤0.01% 7795
2024
Q1 		$9K Buy
+175
New +$10.4K ﹤0.01% 7704
2023
Q4 		– Sell
-83
Closed -$5.27K – 9733
2023
Q3 		$4K Buy
83
+74
+822% +$4.96K ﹤0.01% 7809
2023
Q2 		$0 Buy
+9
New +$680 ﹤0.01% 9857
2023
Q1 		– Sell
-563
Closed -$45K – 10027
2022
Q4 		$45K Buy
+563
New +$40.3K ﹤0.01% 6017
2021
Q4 		– Sell
-45
Closed -$2K – 11340
2021
Q3 		$2K Hold
45
– – ﹤0.01% 9562
2021
Q2 		$2K Buy
+45
New +$2.91K ﹤0.01% 9740
2020
Q3 		– Sell
-20,295
Closed -$1.26M – 8439
2020
Q2 		$1.26M Buy
+20,295
New +$1.22M ﹤0.01% 1928
2017
Q4 		– Sell
-162
Closed -$9K – 6615
2017
Q3 		$9K Buy
+162
New +$8.71K ﹤0.01% 3888
2017
Q2 		– Sell
-4,599
Closed -$221K – 6726
2017
Q1 		$221K Buy
4,599
+4,023
+698% +$198K 0.01% 1144
2016
Q4 		$32K Buy
+576
New +$29.1K ﹤0.01% 2608

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

Simplex Trading's HTO Position: Q1 2026 in Review

Simplex Trading sold out of H2O America (HTO) in Q1 2026, closing a stake of 65 shares — an estimated $3.54K sold.

Simplex Trading first reported a position in HTO in Q4 2016 and held it in 17 quarters. The position peaked at $1.26M in Q2 2020. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Simplex Trading reported no remaining H2O America position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 65 H2O America shares in Q1 2026, an estimated $3.54K.
  • Simplex Trading first reported a position in H2O America in Q4 2016 and held it in 17 quarters.
  • Simplex Trading's H2O America position peaked at $1.26M in Q2 2020.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.