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 		$29.3K Sell
500
-300
-38% -$16.3K ﹤0.01% 6410
2025
Q4 		$39.2K Sell
800
-300
-27% -$14.4K ﹤0.01% 5877
2025
Q3 		$53K Buy
1,100
+800
+267% +$39.9K ﹤0.01% 6402
2025
Q2 		$15K Sell
300
-300
-50% -$16K ﹤0.01% 7026
2025
Q1 		$32K Buy
600
+500
+500% +$25.6K ﹤0.01% 6198
2024
Q4 		$4K Sell
100
-200
-67% -$11K ﹤0.01% 7786
2024
Q3 		$17K Buy
300
+200
+200% +$11.7K ﹤0.01% 6817
2024
Q2 		$5K Hold
100
– – ﹤0.01% 7903
2024
Q1 		$5K Buy
+100
New +$5.93K ﹤0.01% 8039
2023
Q1 		– Sell
-600
Closed -$48K – 10028
2022
Q4 		$48K Buy
+600
New +$42.9K ﹤0.01% 5943
2020
Q3 		– Sell
-200
Closed -$1.24M – 8440
2020
Q2 		$1.24M Buy
+200
New +$12K ﹤0.01% 1951
2018
Q3 		– Sell
-1
Closed -$6K – 7996
2018
Q2 		$6K Buy
+1
New +$61 ﹤0.01% 6636
2017
Q4 		– Sell
-88
Closed -$2K – 6616
2017
Q3 		$2K Buy
+88
New +$4.73K ﹤0.01% 5153
2017
Q2 		– Sell
-158
Closed -$16K – 6727
2017
Q1 		$16K Buy
+158
New +$7.78K ﹤0.01% 3502

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.