Tortoise Investment Management’s Xoma XOMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2	Closed	-$77	–	1495
2025 Q3	$77	Buy	+2	New	+$62	﹤0.01%	1428

Other funds holding XOMA

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

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

Tortoise Investment Management sold out of Xoma (XOMA) in Q4 2025, closing a stake of 2 shares — an estimated $77 sold.

Tortoise Investment Management first reported a position in XOMA in Q3 2025 and held it in 1 quarter. The position peaked at $77 in Q3 2025. 74 funds tracked by Wall St. Rank hold XOMA as of Q4 2025.

Tortoise Investment Management reported no remaining Xoma position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Xoma shares in Q4 2025, an estimated $77.
Tortoise Investment Management first reported a position in Xoma in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Xoma position peaked at $77 in Q3 2025.
74 funds tracked by Wall St. Rank held Xoma as of Q4 2025.

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