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Tortoise Investment Management’s Piper Sandler PIPR Stock Holding History

Tortoise Investment Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28
Closed -$2.43K – 1109
2025
Q3 		$2.43K Buy
28
+4
+17% +$326 ﹤0.01% 836
2025
Q2 		$1.67K Buy
+24
New +$1.5K ﹤0.01% 848

Other funds holding PIPR

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Tortoise Investment Management sold out of Piper Sandler (PIPR) in Q4 2025, closing a stake of 28 shares — an estimated $2.43K sold.

Tortoise Investment Management first reported a position in PIPR in Q2 2025 and held it in 2 quarters. The position peaked at $2.43K in Q3 2025. 417 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Piper Sandler position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 28 Piper Sandler shares in Q4 2025, an estimated $2.43K.
  • Tortoise Investment Management first reported a position in Piper Sandler in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Piper Sandler position peaked at $2.43K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

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