FGP
HTO

Freestone Grove Partners’s H2O America HTO Stock Holding History

Freestone Grove 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
2025
Q4 		– Sell
-4,371
Closed -$213K – 924
2025
Q3 		$213K Buy
+4,371
New +$218K ﹤0.01% 659

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Grove Partners's HTO Position: Q4 2025 in Review

Freestone Grove Partners sold out of H2O America (HTO) in Q4 2025, closing a stake of 4,371 shares — an estimated $213K sold.

Freestone Grove Partners first reported a position in HTO in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 280 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Freestone Grove Partners reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 4,371 H2O America shares in Q4 2025, an estimated $213K.
  • Freestone Grove Partners first reported a position in H2O America in Q3 2025 and held it in 1 quarter.
  • Freestone Grove Partners's H2O America position peaked at $213K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.