Syon Capital’s H2O America HTO Stock Holding History

Syon Capital’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	-4,188	Closed	-$246K	–	998
2026 Q1	$246K	Buy	4,188 +59	+1%	+$3.21K	0.01%	808
2025 Q4	$202K	Sell	4,129 -1,933	-32%	-$92.7K	0.01%	868
2025 Q3	$295K	Buy	+6,062	New	+$303K	0.02%	662

Other funds holding HTO

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Syon Capital's HTO Position: Q2 2026 in Review

Syon Capital sold out of H2O America (HTO) in Q2 2026, closing a stake of 4,188 shares — an estimated $246K sold.

Syon Capital first reported a position in HTO in Q3 2025 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Syon Capital reported no remaining H2O America position as of Q2 2026 after selling out during the quarter.
Syon Capital sold 4,188 H2O America shares in Q2 2026, an estimated $246K.
Syon Capital first reported a position in H2O America in Q3 2025 and held it in 3 quarters.
Syon Capital's H2O America position peaked at $295K in Q3 2025.
315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.