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Tortoise Investment Management’s Interactive Brokers IBKR Stock Holding History

Tortoise Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-129
Closed -$8.88K – 779
2025
Q3 		$8.88K Buy
129
+109
+545% +$6.86K ﹤0.01% 629
2025
Q2 		$1.11K Buy
+20
New +$949 ﹤0.01% 942
2025
Q1 		– Sell
-2,040
Closed -$90.1K – 852
2024
Q4 		$90.1K Buy
2,040
+880
+76% +$37K 0.01% 325
2024
Q3 		$40.4K Buy
1,160
+136
+13% +$4.21K ﹤0.01% 448
2024
Q2 		$31.4K Buy
1,024
+444
+77% +$13.2K ﹤0.01% 466
2024
Q1 		$16.2K Buy
+580
New +$14.4K ﹤0.01% 550

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Tortoise Investment Management sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 129 shares — an estimated $8.88K sold.

Tortoise Investment Management first reported a position in IBKR in Q1 2024 and held it in 6 quarters. The position peaked at $90.1K in Q4 2024. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 129 Interactive Brokers shares in Q4 2025, an estimated $8.88K.
  • Tortoise Investment Management first reported a position in Interactive Brokers in Q1 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Interactive Brokers position peaked at $90.1K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

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