VCM
HTO

Voleon Capital Management’s H2O America HTO Stock Holding History

Voleon Capital 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
Q1 		$231K Sell
3,930
-18,264
-82% -$994K 0.01% 711
2025
Q4 		$1.09M Sell
22,194
-40,867
-65% -$1.96M 0.02% 423
2025
Q3 		$3.07M Buy
63,061
+56,048
+799% +$2.8M 0.08% 256
2025
Q2 		$364K Buy
+7,013
New +$373K 0.02% 371

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

Voleon Capital Management's HTO Position: Q1 2026 in Review

Voleon Capital Management reduced its H2O America (HTO) stake by 82% in Q1 2026, selling an estimated $994K and leaving 3,930 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #711.

Voleon Capital Management first reported a position in HTO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.07M in Q3 2025. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Voleon Capital Management held 3,930 shares of H2O America worth $231K as of Q1 2026.
  • Voleon Capital Management sold 18,264 H2O America shares in Q1 2026, an estimated $994K.
  • H2O America made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #711 holding.
  • Voleon Capital Management first reported a position in H2O America in Q2 2025 and has held it in 4 quarters since.
  • Voleon Capital Management's H2O America position peaked at $3.07M in Q3 2025.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.