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Tortoise Investment Management’s Belden BDC Stock Holding History

Tortoise Investment Management’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$361 – 364
2025
Q3 		$361 Buy
3
+2
+200% +$252 ﹤0.01% 1240
2025
Q2 		$116 Buy
+1
New +$105 ﹤0.01% 1247

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Tortoise Investment Management sold out of Belden (BDC) in Q4 2025, closing a stake of 3 shares — an estimated $361 sold.

Tortoise Investment Management first reported a position in BDC in Q2 2025 and held it in 2 quarters. The position peaked at $361 in Q3 2025. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

  • Tortoise Investment Management reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Belden shares in Q4 2025, an estimated $361.
  • Tortoise Investment Management first reported a position in Belden in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Belden position peaked at $361 in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

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