Envestnet Asset Management’s Acadian Asset Management AAMI Stock Holding History

Envestnet Asset Management’s Portfolio AAMI Stock Details AAMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.05M	Buy	70,624 +7,836	+12%	+$546K	﹤0.01%	2453
2026 Q1	$3.42M	Buy	62,788 +6,112	+11%	+$322K	﹤0.01%	2616
2025 Q4	$2.66M	Buy	56,676 +14,490	+34%	+$668K	﹤0.01%	2620
2025 Q3	$2.03M	Buy	+42,186	New	+$1.88M	﹤0.01%	2872
2024 Q1	–	Sell	-15,812	Closed	-$303K	–	4296
2023 Q4	$303K	Sell	15,812 -16,154	-51%	-$285K	﹤0.01%	3619
2023 Q3	$620K	Sell	31,966 -5,313	-14%	-$110K	﹤0.01%	3134
2023 Q2	$781K	Buy	37,279 +1,671	+5%	+$37.2K	﹤0.01%	2939
2023 Q1	$840K	Buy	+35,608	New	+$838K	﹤0.01%	2798
2016 Q3	–	Sell	-1,046	Closed	-$14K	–	3077
2016 Q2	$14K	Sell	1,046 -34	-3%	-$474	﹤0.01%	3009
2016 Q1	$14K	Sell	1,080 -308	-22%	-$3.68K	﹤0.01%	3015
2015 Q4	$21K	Sell	1,388 -256	-16%	-$3.95K	﹤0.01%	2886
2015 Q3	$25K	Buy	+1,644	New	+$27.8K	﹤0.01%	2870

Other funds holding AAMI

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management's AAMI Position: Q2 2026 in Review

Envestnet Asset Management increased its Acadian Asset Management (AAMI) stake by 12% in Q2 2026, buying an estimated $546K and bringing the position to 70,624 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Envestnet Asset Management first reported a position in AAMI in Q3 2015 and has held it in 12 quarters since. 109 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Envestnet Asset Management held 70,624 shares of Acadian Asset Management worth $5.05M as of Q2 2026.
Envestnet Asset Management bought 7,836 Acadian Asset Management shares in Q2 2026, an estimated $546K.
Acadian Asset Management made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2453 holding.
Envestnet Asset Management first reported a position in Acadian Asset Management in Q3 2015 and has held it in 12 quarters since.
109 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

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