Institutions / Tortoise Investment Management, LLC / Activity
Activity — Tortoise Investment Management, LLC
250 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 72201R304 Common stock | $786.6K | +16K +27.75% | 71,497 0.27% of portfolio | low |
| Q2 2026 as of | New | 46654Q567 Common stock | $761.7K | +13K | 13,399 0.06% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $735.5K | +4K +44.43% | 11,950 0.18% of portfolio | low |
| Q2 2026 as of | Add | 78463X889 Common stock | $719.8K | +14K +5.29% | 284,576 1.07% of portfolio | low |
| Q2 2026 as of | Add | 25434V708 Common stock | $714.5K | +16K +5.66% | 300,547 0.99% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-681.0K | -673 -48.73% | 708 0.05% of portfolio | low |
| Q2 2026 as of | New | 35473P868 Common stock | $629.3K | +25K | 25,000 0.05% of portfolio | low |
| Q2 2026 as of | Add | 25434V302 Common stock | $584.0K | +15K +4.27% | 354,317 1.06% of portfolio | low |
| Q2 2026 as of | Trim | 808524862 Common stock | $-581.0K | -24K -31.12% | 53,279 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-580.2K | -6K -3.79% | 152,455 1.10% of portfolio | low |
| Q2 2026 as of | New | Nebius Group N.V. Common stock | $528.8K | +2K | 1,915 0.04% of portfolio | low |
| Q2 2026 as of | New | 47103U852 Common stock | $523.0K | +12K | 11,625 0.04% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $522.8K | +2K +2.72% | 90,620 1.47% of portfolio | low |
| Q2 2026 as of | Add | 025072703 Common stock | $498.4K | +6K +14.81% | 43,312 0.29% of portfolio | low |
| Q2 2026 as of | Add | 25434V815 Common stock | $495.8K | +13K +4.57% | 292,404 0.85% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $473.4K | +815 | 815 0.04% of portfolio | low |
| Q2 2026 as of | Add | 25861R303 Common stock | $470.6K | +9K +3.43% | 273,990 1.06% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-465.7K | -3K -2.38% | 116,376 1.42% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-458.6K | -3K -3.11% | 96,204 1.06% of portfolio | low |
| Q2 2026 as of | Trim | NIM Nuveen Select Maturities Municipal Fund Closed-End Fund | $-456.5K | -48K -7.83% | 570,254 0.40% of portfolio | low |
| Q2 2026 as of | Trim | 78467X109 Common stock | $-455.5K | -872 -8.54% | 9,340 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-455.5K | -2K -2.96% | 51,606 1.11% of portfolio | low |
| Q2 2026 as of | Exit | 92206C409 Common stock | $-448.9K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $445.8K | +1K +46.33% | 3,986 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 464287622 Common stock | $-445.5K | -1K -2.29% | 46,519 1.42% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-443.2K | -5K -8.66% | 49,007 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 922908611 Common stock | $-424.7K | -2K -8.31% | 19,299 0.35% of portfolio | low |
| Q2 2026 as of | Exit | Stryker Corp Common stock | $-412.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Add | 808524888 Common stock | $403.6K | +8K +2.35% | 365,315 1.31% of portfolio | low |
| Q2 2026 as of | Trim | 464287663 Common stock | $-400.0K | -4K -3.50% | 100,080 0.82% of portfolio | low |
| Q2 2026 as of | Trim | Caterpillar Inc Common stock | $-389.8K | -366 -43.01% | 485 0.04% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De Common stock | $386.8K | +535 | 535 0.03% of portfolio | low |
| Q2 2026 as of | Add | 46138E529 Common stock | $385.5K | +17K +31.64% | 70,547 0.12% of portfolio | low |
| Q2 2026 as of | Trim | 921943858 Common stock | $-384.4K | -5K -3.16% | 165,461 0.88% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $364.9K | +4K | 4,100 0.03% of portfolio | low |
| Q2 2026 as of | Add | 922908751 Common stock | $349.8K | +1K +8.73% | 14,367 0.32% of portfolio | low |
| Q2 2026 as of | New | 78463V107 Common stock | $337.8K | +917 | 917 0.03% of portfolio | low |
| Q2 2026 as of | Add | 316092857 Common stock | $336.9K | +12K +22.38% | 62,874 0.14% of portfolio | low |
| Q2 2026 as of | Add | 025072349 Common stock | $336.3K | +4K +11.40% | 36,038 0.24% of portfolio | low |
| Q2 2026 as of | Add | 25434V823 Common stock | $314.6K | +12K +100.02% | 24,047 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 92206C771 Common stock | $-306.7K | -7K -31.14% | 14,489 0.05% of portfolio | low |
| Q2 2026 as of | New | 025072356 Common stock | $303.7K | +6K | 6,410 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 464287408 Common stock | $-302.4K | -1K -4.63% | 27,450 0.46% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $300.5K | +1K +25.31% | 6,243 0.11% of portfolio | low |
| Q2 2026 as of | Add | 025072364 Common stock | $297.1K | +4K +4.20% | 95,289 0.55% of portfolio | low |
| Q2 2026 as of | Exit | 81369Y605 Common stock | $-293.9K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 464288414 Common stock | $-291.9K | -3K -31.33% | 5,947 0.05% of portfolio | low |
| Q2 2026 as of | New | 46641Q332 Common stock | $290.4K | +5K | 5,141 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-288.6K | -780 -1.97% | 38,756 1.07% of portfolio | low |
| Q2 2026 as of | New | Amphenol Corp /De Common stock | $287.8K | +2K | 1,632 0.02% of portfolio | low |