SC
HTO

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
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
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

Syon Capital's HTO Position: Q1 2026 in Review

Syon Capital increased its H2O America (HTO) stake by 1.4% in Q1 2026, buying an estimated $3.21K and bringing the position to 4,188 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #808.

Syon Capital first reported a position in HTO in Q3 2025 and has held it in 3 quarters since. The position peaked at $295K in Q3 2025. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Syon Capital held 4,188 shares of H2O America worth $246K as of Q1 2026.
  • Syon Capital bought 59 H2O America shares in Q1 2026, an estimated $3.21K.
  • H2O America made up 0.01% of Syon Capital's portfolio in Q1 2026, its #808 holding.
  • Syon Capital first reported a position in H2O America in Q3 2025 and has held it in 3 quarters since.
  • Syon Capital's H2O America position peaked at $295K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.