Tortoise Investment Management’s JetBlue JBLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$160	–	1584
2025 Q2	$160	Buy	+1,000	New	+$4.48K	﹤0.01%	1219

Other funds holding JBLU

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Tortoise Investment Management sold out of JetBlue (JBLU) in Q4 2025, closing a stake of 2 shares — an estimated $10 sold.

Tortoise Investment Management first reported a position in JBLU in Q4 2022 and held it in 12 quarters. The position peaked at $18 in Q2 2023. 351 funds tracked by Wall St. Rank hold JBLU as of Q4 2025.

Tortoise Investment Management reported no remaining JetBlue position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 JetBlue shares in Q4 2025, an estimated $10.
Tortoise Investment Management first reported a position in JetBlue in Q4 2022 and held it in 12 quarters.
Tortoise Investment Management's JetBlue position peaked at $18 in Q2 2023.
351 funds tracked by Wall St. Rank held JetBlue as of Q4 2025.

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