TIM
PARA

Tortoise Investment Management’s Paramount Global Class B PARA Stock Holding History

Tortoise Investment Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$207 – 1599
2025
Q2 		$207 Buy
+16
New +$187 ﹤0.01% 1207
2025
Q1 		– Sell
-640
Closed -$7.16K – 823
2024
Q4 		$6.7K Buy
640
+3
+0.5% +$32 ﹤0.01% 662
2024
Q3 		$6.77K Buy
637
+3
+0.5% +$33 ﹤0.01% 667
2024
Q2 		$6.59K Buy
634
+3
+0.5% +$35 ﹤0.01% 672
2024
Q1 		$7.43K Buy
631
+2
+0.3% +$25 ﹤0.01% 658
2023
Q4 		$9.31K Buy
629
+2
+0.3% +$27 ﹤0.01% 587
2023
Q3 		$8.09K Buy
627
+2
+0.3% +$30 ﹤0.01% 586
2023
Q2 		$9.94K Buy
+625
New +$11.3K ﹤0.01% 563
2017
Q2 		– Sell
-298
Closed -$21K – 507
2017
Q1 		$21K Hold
298
– – 0.01% 270
2016
Q4 		$19K Hold
298
– – 0.01% 274
2016
Q3 		$16K Hold
298
– – 0.01% 268
2016
Q2 		$16K Hold
298
– – 0.01% 269
2016
Q1 		$16K Sell
298
-173
-37% -$8.42K 0.01% 257
2015
Q4 		$22K Hold
471
– – 0.01% 260
2015
Q3 		$19K Hold
471
– – 0.01% 255
2015
Q2 		$26K Hold
471
– – 0.01% 250
2015
Q1 		$29K Buy
471
+298
+172% +$17.4K 0.01% 240
2014
Q4 		$10K Buy
173
+162
+1,473% +$8.63K ﹤0.01% 314
2014
Q3 		$1K Hold
11
– – ﹤0.01% 378
2014
Q2 		$1K Hold
11
– – ﹤0.01% 406
2014
Q1 		$1K Hold
11
– – ﹤0.01% 338
2013
Q4 		$1K Hold
11
– – ﹤0.01% 325
2013
Q3 		$1K Hold
11
– – ﹤0.01% 339
2013
Q2 		$1K Buy
+11
New +$502 ﹤0.01% 365

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tortoise Investment Management's PARA Position: Q3 2025 in Review

Tortoise Investment Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 16 shares — an estimated $207 sold.

Tortoise Investment Management first reported a position in PARA in Q2 2013 and held it in 24 quarters. The position peaked at $29K in Q1 2015. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • Tortoise Investment Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16 Paramount Global Class B shares in Q3 2025, an estimated $207.
  • Tortoise Investment Management first reported a position in Paramount Global Class B in Q2 2013 and held it in 24 quarters.
  • Tortoise Investment Management's Paramount Global Class B position peaked at $29K in Q1 2015.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.