AE Wealth Management’s Enviri NVRI Stock Holding History

AE Wealth Management’s Portfolio NVRI Stock Details NVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,116	Closed	-$257K	–	2742
2026 Q1	$257K	Buy	+13,116	New	+$244K	﹤0.01%	1472
2019 Q3	–	Sell	-11,957	Closed	-$328K	–	1042
2019 Q2	$328K	Buy	+11,957	New	+$292K	0.01%	721

Other funds holding NVRI

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AE Wealth Management's NVRI Position: Q2 2026 in Review

AE Wealth Management sold out of Enviri (NVRI) in Q2 2026, closing a stake of 13,116 shares — an estimated $257K sold.

AE Wealth Management first reported a position in NVRI in Q2 2019 and held it in 2 quarters. The position peaked at $328K in Q2 2019. 148 funds tracked by Wall St. Rank hold NVRI as of Q2 2026.

AE Wealth Management reported no remaining Enviri position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 13,116 Enviri shares in Q2 2026, an estimated $257K.
AE Wealth Management first reported a position in Enviri in Q2 2019 and held it in 2 quarters.
AE Wealth Management's Enviri position peaked at $328K in Q2 2019.
148 funds tracked by Wall St. Rank held Enviri as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.