Covestor’s Enact Holdings ACT Stock Holding History

Covestor’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63K	Sell	1,539 -595	-28%	-$24.3K	0.04%	552
2025 Q4	$84K	Sell	2,134 -695	-25%	-$26.2K	0.04%	660
2025 Q3	$108K	Buy	2,829 +1,340	+90%	+$49.7K	0.06%	537
2025 Q2	$55K	Sell	1,489 -1,900	-56%	-$67.5K	0.03%	849
2025 Q1	$118K	Buy	3,389 +1,962	+137%	+$65.6K	0.08%	380
2024 Q4	$46K	Sell	1,427 -897	-39%	-$31K	0.03%	885
2024 Q3	$85K	Buy	2,324 +50	+2%	+$1.71K	0.05%	621
2024 Q2	$69K	Sell	2,274 -1,262	-36%	-$38.4K	0.04%	708
2024 Q1	$110K	Buy	3,536 +2,188	+162%	+$62.1K	0.07%	474
2023 Q4	$39K	Sell	1,348 -1,058	-44%	-$29.5K	0.03%	956
2023 Q3	$65K	Sell	2,406 -688	-22%	-$19.1K	0.05%	643
2023 Q2	$78K	Sell	3,094 -334	-10%	-$8.15K	0.06%	576
2023 Q1	$78K	Buy	3,428 +919	+37%	+$21.9K	0.07%	512
2022 Q4	$61K	Buy	+2,509	New	+$61.2K	0.05%	637

Other funds holding ACT

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return