Tortoise Investment Management’s HSBC HSBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-418	Closed	-$29.7K	–	763
2025 Q3	$29.7K	Hold	418	–	–	﹤0.01%	459
2025 Q2	$25.4K	Hold	418	–	–	﹤0.01%	471
2025 Q1	$24K	Hold	418	–	–	﹤0.01%	468
2024 Q4	$20.7K	Hold	418	–	–	﹤0.01%	537
2024 Q3	$18.9K	Sell	418 -15	-3%	-$650	﹤0.01%	563
2024 Q2	$18.8K	Hold	433	–	–	﹤0.01%	540
2024 Q1	$17K	Hold	433	–	–	﹤0.01%	539
2023 Q4	$17.6K	Hold	433	–	–	﹤0.01%	490
2023 Q3	$17.1K	Hold	433	–	–	﹤0.01%	482
2023 Q2	$17.2K	Hold	433	–	–	﹤0.01%	493
2023 Q1	$14.8K	Hold	433	–	–	﹤0.01%	500
2022 Q4	$13.5K	Hold	433	–	–	﹤0.01%	507
2022 Q3	$11K	Buy	433 +341	+371%	+$10.6K	﹤0.01%	511
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	650
2022 Q1	$3K	Hold	92	–	–	﹤0.01%	619
2021 Q4	$3K	Hold	92	–	–	﹤0.01%	589
2021 Q3	$2K	Hold	92	–	–	﹤0.01%	588
2021 Q2	$3K	Hold	92	–	–	﹤0.01%	556
2021 Q1	$3K	Buy	92 +13	+16%	+$372	﹤0.01%	533
2020 Q4	$2K	Hold	79	–	–	﹤0.01%	511
2020 Q3	$2K	Hold	79	–	–	﹤0.01%	488
2020 Q2	$2K	Hold	79	–	–	﹤0.01%	466
2020 Q1	$2K	Buy	+79	New	+$2.74K	﹤0.01%	485

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Tortoise Investment Management sold out of HSBC (HSBC) in Q4 2025, closing a stake of 418 shares — an estimated $29.7K sold.

Tortoise Investment Management first reported a position in HSBC in Q1 2020 and held it in 23 quarters. The position peaked at $29.7K in Q3 2025. 615 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Tortoise Investment Management reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 418 HSBC shares in Q4 2025, an estimated $29.7K.
Tortoise Investment Management first reported a position in HSBC in Q1 2020 and held it in 23 quarters.
Tortoise Investment Management's HSBC position peaked at $29.7K in Q3 2025.
615 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

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