HDIM
TBLU

Hanson & Doremus Investment Management’s Tortoise Global Water ETF TBLU Stock Holding History

Hanson & Doremus Investment Management’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 		– Sell
-74
Closed -$4K – 544
2026
Q1 		$4K Buy
+74
New +$3.94K ﹤0.01% 500
2024
Q4 		– Sell
-9
Closed – – 463
2024
Q3 		$0 Hold
9
– – ﹤0.01% 460
2024
Q2 		$0 Hold
9
– – ﹤0.01% 489
2024
Q1 		$0 Sell
9
-763
-99% -$33.7K ﹤0.01% 531
2023
Q4 		$34K Buy
772
+88
+13% +$3.51K 0.01% 326
2023
Q3 		$26K Sell
684
-246
-26% -$9.97K 0.01% 338
2023
Q2 		$38K Sell
930
-1
-0.1% -$40 0.01% 318
2023
Q1 		$37K Sell
931
-180
-16% -$7.04K 0.01% 318
2022
Q4 		$41K Sell
1,111
-35
-3% -$1.27K 0.01% 325
2022
Q3 		$38K Sell
1,146
-415
-27% -$15.4K 0.01% 318
2022
Q2 		$56K Sell
1,561
-472
-23% -$18.1K 0.01% 286
2022
Q1 		$85K Buy
2,033
+462
+29% +$20.3K 0.02% 269
2021
Q4 		$79K Buy
1,571
+85
+6% +$4.11K 0.02% 269
2021
Q3 		$68K Buy
1,486
+1,102
+287% +$52.1K 0.02% 276
2021
Q2 		$13K Sell
384
-575
-60% -$25.5K ﹤0.01% 357
2021
Q1 		$40K Buy
959
+480
+100% +$19.7K 0.01% 309
2020
Q4 		$19K Buy
479
+95
+25% +$3.58K ﹤0.01% 363
2020
Q3 		$13K Buy
+384
New +$12.9K ﹤0.01% 357

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Hanson & Doremus Investment Management's TBLU Position: Q2 2026 in Review

Hanson & Doremus Investment Management sold out of Tortoise Global Water ETF (TBLU) in Q2 2026, closing a stake of 74 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in TBLU in Q3 2020 and held it in 18 quarters. The position peaked at $85K in Q1 2022. 11 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Hanson & Doremus Investment Management reported no remaining Tortoise Global Water ETF position as of Q2 2026 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 74 Tortoise Global Water ETF shares in Q2 2026, an estimated $4K.
  • Hanson & Doremus Investment Management first reported a position in Tortoise Global Water ETF in Q3 2020 and held it in 18 quarters.
  • Hanson & Doremus Investment Management's Tortoise Global Water ETF position peaked at $85K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.