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Tortoise Investment Management’s Aflac AFL Stock Holding History

Tortoise Investment Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-256
Closed -$28.6K – 267
2025
Q3 		$28.6K Buy
256
+7
+3% +$735 ﹤0.01% 465
2025
Q2 		$26.3K Buy
249
+22
+10% +$2.31K ﹤0.01% 465
2025
Q1 		$25.2K Hold
227
– – ﹤0.01% 460
2024
Q4 		$23.4K Buy
227
+1
+0.4% +$109 ﹤0.01% 521
2024
Q3 		$25.3K Hold
226
– – ﹤0.01% 524
2024
Q2 		$20.2K Hold
226
– – ﹤0.01% 529
2024
Q1 		$19.4K Sell
226
-65
-22% -$5.33K ﹤0.01% 515
2023
Q4 		$24K Buy
291
+66
+29% +$5.32K ﹤0.01% 461
2023
Q3 		$17.3K Hold
225
– – ﹤0.01% 479
2023
Q2 		$15.7K Buy
225
+50
+29% +$3.35K ﹤0.01% 504
2023
Q1 		$11.3K Hold
175
– – ﹤0.01% 530
2022
Q4 		$12.6K Hold
175
– – ﹤0.01% 515
2022
Q3 		$10K Hold
175
– – ﹤0.01% 518
2022
Q2 		$10K Sell
175
-151
-46% -$8.91K ﹤0.01% 512
2022
Q1 		$21K Hold
326
– – ﹤0.01% 419
2021
Q4 		$19K Buy
326
+151
+86% +$8.46K ﹤0.01% 405
2021
Q3 		$9K Hold
175
– – ﹤0.01% 476
2021
Q2 		$9K Hold
175
– – ﹤0.01% 472
2021
Q1 		$9K Hold
175
– – ﹤0.01% 451
2020
Q4 		$8K Buy
+175
New +$7.16K ﹤0.01% 437
2017
Q1 		– Sell
-76
Closed -$3K – 478
2016
Q4 		$3K Buy
+76
New +$2.68K ﹤0.01% 423
2016
Q3 		– Sell
-224
Closed -$8K – 440
2016
Q2 		$8K Buy
+224
New +$7.65K ﹤0.01% 328

Other funds holding AFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Tortoise Investment Management sold out of Aflac (AFL) in Q4 2025, closing a stake of 256 shares — an estimated $28.6K sold.

Tortoise Investment Management first reported a position in AFL in Q2 2016 and held it in 22 quarters. The position peaked at $28.6K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold AFL as of Q4 2025.

  • Tortoise Investment Management reported no remaining Aflac position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 256 Aflac shares in Q4 2025, an estimated $28.6K.
  • Tortoise Investment Management first reported a position in Aflac in Q2 2016 and held it in 22 quarters.
  • Tortoise Investment Management's Aflac position peaked at $28.6K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Aflac as of Q4 2025.

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