YCM
HTO

Yousif Capital Management’s H2O America HTO Stock Holding History

Yousif 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
Q2 		$615K Buy
10,118
+147
+1% +$8.52K 0.01% 1274
2026
Q1 		$585K Buy
9,971
+1,053
+12% +$57.3K 0.01% 1328
2025
Q4 		$470K Sell
8,918
-1,119
-11% -$53.7K 0.01% 1442
2025
Q3 		$489K Sell
10,037
-1,545
-13% -$77.1K 0.01% 1448
2025
Q2 		$602K Buy
11,582
+359
+3% +$19.1K 0.01% 1374
2025
Q1 		$614K Sell
11,223
-236
-2% -$12.1K 0.01% 1352
2024
Q4 		$564K Sell
11,459
-98
-0.8% -$5.4K 0.01% 1430
2024
Q3 		$672K Sell
11,557
-215
-2% -$12.6K 0.01% 1367
2024
Q2 		$638K Sell
11,772
-1,332
-10% -$72.9K 0.01% 1351
2024
Q1 		$742K Sell
13,104
-1,281
-9% -$76K 0.01% 1337
2023
Q4 		$940K Sell
14,385
-425
-3% -$27K 0.01% 1244
2023
Q3 		$890K Sell
14,810
-188
-1% -$12.6K 0.01% 1200
2023
Q2 		$1.05M Sell
14,998
-550
-4% -$41.5K 0.01% 1121
2023
Q1 		$1.18M Sell
15,548
-1,875
-11% -$145K 0.02% 1061
2022
Q4 		$1.41M Buy
+17,423
New +$1.25M 0.02% 980

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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Yousif Capital Management's HTO Position: Q2 2026 in Review

Yousif Capital Management increased its H2O America (HTO) stake by 1.5% in Q2 2026, buying an estimated $8.52K and bringing the position to 10,118 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #1274.

Yousif Capital Management first reported a position in HTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2022. 137 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Yousif Capital Management held 10,118 shares of H2O America worth $615K as of Q2 2026.
  • Yousif Capital Management bought 147 H2O America shares in Q2 2026, an estimated $8.52K.
  • H2O America made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1274 holding.
  • Yousif Capital Management first reported a position in H2O America in Q4 2022 and has held it in 15 quarters since.
  • Yousif Capital Management's H2O America position peaked at $1.41M in Q4 2022.
  • 137 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.