Fidelity Investments’s Tortoise Global Water ETF TBLU Stock Holding History

Fidelity Investments’s Portfolio TBLU Stock Details TBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.1K	Sell	602 -55	-8%	-$2.81K	﹤0.01%	4504
2026 Q1	$33.1K	Sell	657 -80	-11%	-$4.26K	﹤0.01%	4303
2025 Q4	$37.5K	Hold	737	–	–	﹤0.01%	4224
2025 Q3	$39.3K	Buy	737 +526	+249%	+$28.2K	﹤0.01%	4084
2025 Q2	$11.2K	Buy	211 +104	+97%	+$5.19K	﹤0.01%	4501
2025 Q1	$5.08K	Sell	107 -29	-21%	-$1.37K	﹤0.01%	4698
2024 Q4	$6.4K	Sell	136 -12	-8%	-$592	﹤0.01%	4600
2024 Q3	$7.41K	Buy	+148	New	+$7.04K	﹤0.01%	4521
2023 Q1	–	Sell	-1	Closed	-$37	–	5570
2022 Q4	$37	Buy	+1	New	+$36	﹤0.01%	4997
2022 Q2	–	Sell	-1	Closed	–	–	5577
2022 Q1	$0	Buy	+1	New	+$44	﹤0.01%	5571
2020 Q3	–	Sell	-1	Closed	–	–	4053
2020 Q2	$0	Buy	+1	New	+$30	﹤0.01%	4246

Other funds holding TBLU

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments's TBLU Position: Q2 2026 in Review

Fidelity Investments reduced its Tortoise Global Water ETF (TBLU) stake by 8.4% in Q2 2026, selling an estimated $2.81K and leaving 602 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

Fidelity Investments first reported a position in TBLU in Q2 2020 and has held it in 11 quarters since. The position peaked at $39.3K in Q3 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

Fidelity Investments held 602 shares of Tortoise Global Water ETF worth $31.1K as of Q2 2026.
Fidelity Investments sold 55 Tortoise Global Water ETF shares in Q2 2026, an estimated $2.81K.
Tortoise Global Water ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4504 holding.
Fidelity Investments first reported a position in Tortoise Global Water ETF in Q2 2020 and has held it in 11 quarters since.
Fidelity Investments's Tortoise Global Water ETF position peaked at $39.3K in Q3 2025.
39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.