SLAM
HTO

Swiss Life Asset Management’s H2O America HTO Stock Holding History

Swiss Life 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 		– Sell
-75,670
Closed -$4.44M – 1722
2026
Q1 		$4.44M Buy
75,670
+23,109
+44% +$1.26M 0.02% 430
2025
Q4 		$2.57M Buy
52,561
+112
+0.2% +$5.37K 0.01% 527
2025
Q3 		$2.55M Buy
52,449
+628
+1% +$31.4K 0.01% 533
2025
Q2 		$2.69M Buy
51,821
+7,755
+18% +$412K 0.02% 503
2025
Q1 		$2.41M Buy
44,066
+395
+0.9% +$20.2K 0.02% 464
2024
Q4 		$2.15M Buy
+43,671
New +$2.41M 0.02% 462

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Swiss Life Asset Management's HTO Position: Q2 2026 in Review

Swiss Life Asset Management sold out of H2O America (HTO) in Q2 2026, closing a stake of 75,670 shares — an estimated $4.44M sold.

Swiss Life Asset Management first reported a position in HTO in Q4 2024 and held it in 6 quarters. The position peaked at $4.44M in Q1 2026. 188 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Swiss Life Asset Management reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 75,670 H2O America shares in Q2 2026, an estimated $4.44M.
  • Swiss Life Asset Management first reported a position in H2O America in Q4 2024 and held it in 6 quarters.
  • Swiss Life Asset Management's H2O America position peaked at $4.44M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.