Adamsbrown Wealth Consultants’s Envela ELA Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Hold	10,000	–	–	0.05%	125
2026 Q1	$167K	Hold	10,000	–	–	0.04%	135
2025 Q4	$134K	Hold	10,000	–	–	0.04%	123
2025 Q3	$78.1K	Hold	10,000	–	–	0.02%	115
2025 Q2	$61.2K	Buy	+10,000	New	+$61.9K	0.02%	107
2024 Q2	–	Sell	-10,000	Closed	-$46.2K	–	85
2024 Q1	$46.2K	Hold	10,000	–	–	0.02%	81
2023 Q4	$48.6K	Hold	10,000	–	–	0.02%	83
2023 Q3	$47.4K	Hold	10,000	–	–	0.02%	82
2023 Q2	$73.6K	Hold	10,000	–	–	0.04%	78
2023 Q1	$65K	Hold	10,000	–	–	0.04%	76
2022 Q4	$52.6K	Buy	+10,000	New	+$51.2K	0.03%	76
2022 Q3	–	Sell	-32,000	Closed	-$228K	–	80
2022 Q2	$228K	Hold	32,000	–	–	0.18%	76
2022 Q1	$149K	Hold	32,000	–	–	0.12%	90
2021 Q4	$130K	Buy	+32,000	New	+$134K	0.12%	80

Other funds holding ELA

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Adamsbrown Wealth Consultants's ELA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants held its Envela (ELA) position steady in Q2 2026 at 10,000 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #125.

Adamsbrown Wealth Consultants first reported a position in ELA in Q4 2021 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold ELA as of Q2 2026.

Adamsbrown Wealth Consultants held 10,000 shares of Envela worth $289K as of Q2 2026.
Adamsbrown Wealth Consultants left its Envela share count unchanged in Q2 2026.
Envela made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #125 holding.
Adamsbrown Wealth Consultants first reported a position in Envela in Q4 2021 and has held it in 14 quarters since.
94 funds tracked by Wall St. Rank held Envela as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.