Morgan Stanley
TBLU

Morgan Stanley’s Tortoise Global Water ETF TBLU Stock Holding History

Morgan Stanley’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 		$126K Hold
2,435
– – ﹤0.01% 6161
2026
Q1 		$123K Buy
2,435
+100
+4% +$5.32K ﹤0.01% 6068
2025
Q4 		$119K Buy
2,335
+37
+2% +$1.95K ﹤0.01% 6119
2025
Q3 		$122K Sell
2,298
-1
-0% -$54 ﹤0.01% 6066
2025
Q2 		$122K Hold
2,299
– – ﹤0.01% 6063
2025
Q1 		$109K Hold
2,299
– – ﹤0.01% 5966
2024
Q4 		$108K Sell
2,299
-2
-0.1% -$99 ﹤0.01% 6026
2024
Q3 		$115K Buy
2,301
+2
+0.1% +$95 ﹤0.01% 5946
2024
Q2 		$104K Buy
2,299
+1
+0% +$47 ﹤0.01% 5946
2024
Q1 		$107K Hold
2,298
– – ﹤0.01% 5964
2023
Q4 		$101K Buy
2,298
+585
+34% +$23.3K ﹤0.01% 5945
2023
Q3 		$65.2K Sell
1,713
-1,030
-38% -$41.8K ﹤0.01% 6057
2023
Q2 		$113K Sell
2,743
-181
-6% -$7.23K ﹤0.01% 5895
2023
Q1 		$116K Sell
2,924
-399
-12% -$15.6K ﹤0.01% 5952
2022
Q4 		$122K Buy
+3,323
New +$120K ﹤0.01% 5890

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley's TBLU Position: Q2 2026 in Review

Morgan Stanley held its Tortoise Global Water ETF (TBLU) position steady in Q2 2026 at 2,435 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #6161.

Morgan Stanley first reported a position in TBLU in Q4 2022 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold TBLU as of Q2 2026.

  • Morgan Stanley held 2,435 shares of Tortoise Global Water ETF worth $126K as of Q2 2026.
  • Morgan Stanley left its Tortoise Global Water ETF share count unchanged in Q2 2026.
  • Tortoise Global Water ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6161 holding.
  • Morgan Stanley first reported a position in Tortoise Global Water ETF in Q4 2022 and has held it in 15 quarters since.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.