MMH
TBLU

Menora Mivtachim Holdings’s Tortoise Global Water ETF TBLU Stock Holding History

Menora Mivtachim Holdings’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
Q1 		$203K Sell
4,020
-512
-11% -$27.2K ﹤0.01% 155
2025
Q4 		$230K Buy
+4,532
New +$239K ﹤0.01% 135

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Menora Mivtachim Holdings's TBLU Position: Q1 2026 in Review

Menora Mivtachim Holdings reduced its Tortoise Global Water ETF (TBLU) stake by 11% in Q1 2026, selling an estimated $27.2K and leaving 4,020 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Menora Mivtachim Holdings first reported a position in TBLU in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • Menora Mivtachim Holdings held 4,020 shares of Tortoise Global Water ETF worth $203K as of Q1 2026.
  • Menora Mivtachim Holdings sold 512 Tortoise Global Water ETF shares in Q1 2026, an estimated $27.2K.
  • Tortoise Global Water ETF made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #155 holding.
  • Menora Mivtachim Holdings first reported a position in Tortoise Global Water ETF in Q4 2025 and has held it in 2 quarters since.
  • Menora Mivtachim Holdings's Tortoise Global Water ETF position peaked at $230K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.