Zimmer Partners’s H2O America HTO Stock Holding History

Zimmer Partners’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	$31.2M	Sell	513,500 -487,500	-49%	-$28.3M	0.72%	36
2026 Q1	$58.7M	Buy	1,001,000 +957,184	+2,185%	+$52.1M	1.42%	16
2025 Q4	$2.15M	Sell	43,816 -80,500	-65%	-$3.86M	0.06%	94
2025 Q3	$6.05M	Sell	124,316 -335,684	-73%	-$16.8M	0.13%	93
2025 Q2	$23.9M	Buy	460,000 +377,000	+454%	+$20M	0.52%	46
2025 Q1	$4.54M	Buy	+83,000	New	+$4.25M	0.09%	121
2024 Q4	–	Sell	-25,000	Closed	-$1.45M	–	176
2024 Q3	$1.45M	Buy	+25,000	New	+$1.46M	0.03%	136
2022 Q3	–	Sell	-25,000	Closed	-$1.56M	–	110
2022 Q2	$1.56M	Sell	25,000 -175,000	-88%	-$10.8M	0.03%	82
2022 Q1	$13.9M	Sell	200,000 -37,500	-16%	-$2.52M	0.2%	75
2021 Q4	$17.4M	Sell	237,500 -4,100	-2%	-$285K	0.26%	70
2021 Q3	$16M	Buy	241,600 +19,100	+9%	+$1.29M	0.25%	80
2021 Q2	$14.1M	Buy	222,500 +47,500	+27%	+$3.07M	0.19%	82
2021 Q1	$11M	Buy	+175,000	New	+$11.4M	0.15%	100

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 $3.37T AUM 44.26% 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

Zimmer Partners's HTO Position: Q2 2026 in Review

Zimmer Partners reduced its H2O America (HTO) stake by 49% in Q2 2026, selling an estimated $28.3M and leaving 513,500 shares worth $31.2M. The position accounts for 0.72% of the portfolio, ranked #36.

Zimmer Partners first reported a position in HTO in Q1 2021 and has held it in 13 quarters since. The position peaked at $58.7M in Q1 2026. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Zimmer Partners held 513,500 shares of H2O America worth $31.2M as of Q2 2026.
Zimmer Partners sold 487,500 H2O America shares in Q2 2026, an estimated $28.3M.
H2O America made up 0.72% of Zimmer Partners's portfolio in Q2 2026, its #36 holding.
Zimmer Partners first reported a position in H2O America in Q1 2021 and has held it in 13 quarters since.
Zimmer Partners's H2O America position peaked at $58.7M in Q1 2026.
314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.