Tortoise Investment Management’s Webster Financial WBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$416	–	1439
2025 Q3	$416	Hold	7	–	–	﹤0.01%	1210
2025 Q2	$382	Buy	+7	New	+$349	﹤0.01%	1123
2022 Q2	–	Sell	-100	Closed	-$6K	–	756
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	556
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	530
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	531
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	522
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	488
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	491
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	478
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	452
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	495
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	488
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	480
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	505
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	491
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	452
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	447
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	462
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	436
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	442
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	415
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	412
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	393
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	399
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	384
2016 Q2	$3K	Sell	100 -100	-50%	-$3.64K	﹤0.01%	428
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	317
2015 Q4	$7K	Buy	+200	New	+$7.57K	﹤0.01%	335

Other funds holding WBS

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tortoise Investment Management sold out of Webster Financial (WBS) in Q4 2025, closing a stake of 7 shares — an estimated $416 sold.

Tortoise Investment Management first reported a position in WBS in Q4 2015 and held it in 28 quarters. The position peaked at $7K in Q1 2016. 538 funds tracked by Wall St. Rank hold WBS as of Q4 2025.

Tortoise Investment Management reported no remaining Webster Financial position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 7 Webster Financial shares in Q4 2025, an estimated $416.
Tortoise Investment Management first reported a position in Webster Financial in Q4 2015 and held it in 28 quarters.
Tortoise Investment Management's Webster Financial position peaked at $7K in Q1 2016.
538 funds tracked by Wall St. Rank held Webster Financial as of Q4 2025.

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