Tortoise Investment Management’s American Airlines Group AAL Stock Holding History

Tortoise Investment Management’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$3.37K	–	242
2025 Q3	$3.37K	Hold	300	–	–	﹤0.01%	770
2025 Q2	$3.37K	Hold	300	–	–	﹤0.01%	701
2025 Q1	$3.17K	Hold	300	–	–	﹤0.01%	669
2024 Q4	$5.23K	Hold	300	–	–	﹤0.01%	684
2024 Q3	$3.37K	Sell	300 -51	-15%	-$539	﹤0.01%	725
2024 Q2	$3.98K	Hold	351	–	–	﹤0.01%	707
2024 Q1	$5.39K	Hold	351	–	–	﹤0.01%	672
2023 Q4	$4.82K	Sell	351 -2	-0.6%	-$25	﹤0.01%	636
2023 Q3	$4.52K	Buy	353 +2	+0.6%	+$31	﹤0.01%	627
2023 Q2	$6.3K	Buy	351 +51	+17%	+$748	﹤0.01%	600
2023 Q1	$4.42K	Hold	300	–	–	﹤0.01%	628
2022 Q4	$3.82K	Hold	300	–	–	﹤0.01%	633
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	615
2022 Q2	$4K	Sell	300 -30	-9%	-$500	﹤0.01%	603
2022 Q1	$6K	Hold	330	–	–	﹤0.01%	544
2021 Q4	$6K	Hold	330	–	–	﹤0.01%	519
2021 Q3	$7K	Hold	330	–	–	﹤0.01%	500
2021 Q2	$7K	Hold	330	–	–	﹤0.01%	490
2021 Q1	$8K	Hold	330	–	–	﹤0.01%	459
2020 Q4	$5K	Hold	330	–	–	﹤0.01%	464
2020 Q3	$4K	Buy	330 +300	+1,000%	+$3.76K	﹤0.01%	446
2020 Q2	$0	Hold	30	–	–	﹤0.01%	499
2020 Q1	$0	Hold	30	–	–	﹤0.01%	540
2019 Q4	$1K	Sell	30 -155	-84%	-$4.42K	﹤0.01%	552
2019 Q3	$5K	Hold	185	–	–	﹤0.01%	468
2019 Q2	$6K	Hold	185	–	–	﹤0.01%	477
2019 Q1	$6K	Hold	185	–	–	﹤0.01%	460
2018 Q4	$6K	Sell	185 -26	-12%	-$905	﹤0.01%	431
2018 Q3	$9K	Hold	211	–	–	﹤0.01%	408
2018 Q2	$8K	Hold	211	–	–	﹤0.01%	426
2018 Q1	$11K	Hold	211	–	–	﹤0.01%	372
2017 Q4	$11K	Hold	211	–	–	﹤0.01%	376
2017 Q3	$10K	Hold	211	–	–	﹤0.01%	358
2017 Q2	$11K	Buy	211 +181	+603%	+$8.41K	﹤0.01%	337
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	444
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	458
2016 Q3	$1K	Hold	30	–	–	﹤0.01%	413
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	458
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	360
2015 Q4	$1K	Hold	30	–	–	﹤0.01%	387
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	376
2015 Q2	$1K	Hold	30	–	–	﹤0.01%	406
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	378
2014 Q4	$2K	Hold	30	–	–	﹤0.01%	414
2014 Q3	$1K	Hold	30	–	–	﹤0.01%	372
2014 Q2	$1K	Buy	+30	New	+$1.17K	﹤0.01%	395

Other funds holding AAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tortoise Investment Management's AAL Position: Q4 2025 in Review

Tortoise Investment Management sold out of American Airlines Group (AAL) in Q4 2025, closing a stake of 300 shares — an estimated $3.37K sold.

Tortoise Investment Management first reported a position in AAL in Q2 2014 and held it in 46 quarters. The position peaked at $11K in Q1 2018. 556 funds tracked by Wall St. Rank hold AAL as of Q4 2025.

Tortoise Investment Management reported no remaining American Airlines Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 300 American Airlines Group shares in Q4 2025, an estimated $3.37K.
Tortoise Investment Management first reported a position in American Airlines Group in Q2 2014 and held it in 46 quarters.
Tortoise Investment Management's American Airlines Group position peaked at $11K in Q1 2018.
556 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.