Loring Wolcott & Coolidge Fiduciary Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TPZ Stock Details TPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9K	Hold	542	–	–	﹤0.01%	516
2026 Q1	$12.1K	Hold	542	–	–	﹤0.01%	511
2025 Q4	$11.4K	Hold	542	–	–	﹤0.01%	494
2025 Q3	$11.4K	Hold	542	–	–	﹤0.01%	500
2025 Q2	$11.1K	Hold	542	–	–	﹤0.01%	480
2025 Q1	$10.4K	Hold	542	–	–	﹤0.01%	480
2024 Q4	$11.3K	Buy	+542	New	+$10.6K	﹤0.01%	483

Other funds holding TPZ

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TPZ Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Tortoise Electrification Infrastructure ETF (TPZ) position steady in Q2 2026 at 542 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q1 2026. 9 funds tracked by Wall St. Rank hold TPZ as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 542 shares of Tortoise Electrification Infrastructure ETF worth $11.9K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Tortoise Electrification Infrastructure ETF share count unchanged in Q2 2026.
Tortoise Electrification Infrastructure ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #516 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Tortoise Electrification Infrastructure ETF position peaked at $12.1K in Q1 2026.
9 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.