Universal-Beteiligungs- und Servicegesellschaft
HTO

Universal-Beteiligungs- und Servicegesellschaft’s H2O America HTO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$644K Sell
10,596
-410
-4% -$23.8K ﹤0.01% 1718
2026
Q1 		$646K Buy
11,006
+4,056
+58% +$221K ﹤0.01% 1647
2025
Q4 		$340K Buy
6,950
+1,030
+17% +$49.4K ﹤0.01% 1819
2025
Q3 		$288K Buy
+5,920
New +$296K ﹤0.01% 1914
2025
Q2 		– Sell
-5,900
Closed -$323K – 2100
2025
Q1 		$323K Buy
+5,900
New +$302K ﹤0.01% 1767

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's HTO Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its H2O America (HTO) stake by 3.7% in Q2 2026, selling an estimated $23.8K and leaving 10,596 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $646K in Q1 2026. 315 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 10,596 shares of H2O America worth $644K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 410 H2O America shares in Q2 2026, an estimated $23.8K.
  • H2O America made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1718 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in H2O America in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's H2O America position peaked at $646K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.