SAM
HTO

Smartleaf Asset Management’s H2O America HTO Stock Holding History

Smartleaf Asset Management’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 		$14.2K Hold
233
– – ﹤0.01% 2189
2026
Q1 		$13.7K Buy
233
+136
+140% +$7.4K ﹤0.01% 2162
2025
Q4 		$4.78K Buy
97
+46
+90% +$2.21K ﹤0.01% 2714
2025
Q3 		$2.45K Buy
51
+28
+122% +$1.4K ﹤0.01% 2555
2025
Q2 		$1.19K Sell
23
-97
-81% -$5.16K ﹤0.01% 2446
2025
Q1 		$6.43K Sell
120
-205
-63% -$10.5K ﹤0.01% 2100
2024
Q4 		$16.1K Buy
325
+12
+4% +$661 ﹤0.01% 1772
2024
Q3 		$18K Sell
313
-25
-7% -$1.46K ﹤0.01% 1404
2024
Q2 		$18.1K Buy
+338
New +$18.5K ﹤0.01% 1084

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

Smartleaf Asset Management's HTO Position: Q2 2026 in Review

Smartleaf Asset Management held its H2O America (HTO) position steady in Q2 2026 at 233 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Smartleaf Asset Management first reported a position in HTO in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.1K in Q2 2024. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Smartleaf Asset Management held 233 shares of H2O America worth $14.2K as of Q2 2026.
  • Smartleaf Asset Management left its H2O America share count unchanged in Q2 2026.
  • H2O America made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2189 holding.
  • Smartleaf Asset Management first reported a position in H2O America in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's H2O America position peaked at $18.1K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.