Envestnet Asset Management
BSM icon

Envestnet Asset Management’s Black Stone Minerals BSM Stock Holding History

Envestnet Asset Management’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-58,036
Closed -$759K – 4527
2025
Q2 		$759K Hold
58,036
– – ﹤0.01% 3433
2025
Q1 		$886K Sell
58,036
-5,006
-8% -$75.2K ﹤0.01% 3284
2024
Q4 		$920K Sell
63,042
-971
-2% -$14.5K ﹤0.01% 3223
2024
Q3 		$967K Sell
64,013
-758
-1% -$11.4K ﹤0.01% 3149
2024
Q2 		$1.01M Sell
64,771
-26,553
-29% -$425K ﹤0.01% 3037
2024
Q1 		$1.46M Sell
91,324
-12,684
-12% -$201K ﹤0.01% 2777
2023
Q4 		$1.66M Sell
104,008
-6,898
-6% -$119K ﹤0.01% 2587
2023
Q3 		$1.91M Sell
110,906
-22,882
-17% -$390K ﹤0.01% 2401
2023
Q2 		$2.13M Buy
133,788
+75,362
+129% +$1.21M ﹤0.01% 2242
2023
Q1 		$917K Buy
58,426
+642
+1% +$10.1K ﹤0.01% 2734
2022
Q4 		$975K Buy
57,784
+718
+1% +$12.7K ﹤0.01% 2665
2022
Q3 		$893K Hold
57,066
– – ﹤0.01% 2661
2022
Q2 		$781K Hold
57,066
– – ﹤0.01% 2780
2022
Q1 		$768K Hold
57,066
– – ﹤0.01% 2853
2021
Q4 		$589K Sell
57,066
-706
-1% -$8.15K ﹤0.01% 2966
2021
Q3 		$696K Hold
57,772
– – ﹤0.01% 2773
2021
Q2 		$621K Sell
57,772
-950
-2% -$9.58K ﹤0.01% 2836
2021
Q1 		$512K Hold
58,722
– – ﹤0.01% 2831
2020
Q4 		$392K Hold
58,722
– – ﹤0.01% 2775
2020
Q3 		$361K Buy
+58,722
New +$391K ﹤0.01% 2649

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
CF
Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management's BSM Position: Q3 2025 in Review

Envestnet Asset Management sold out of Black Stone Minerals (BSM) in Q3 2025, closing a stake of 58,036 shares — an estimated $759K sold.

Envestnet Asset Management first reported a position in BSM in Q3 2020 and held it in 20 quarters. The position peaked at $2.13M in Q2 2023. 193 funds tracked by Wall St. Rank hold BSM as of Q3 2025.

  • Envestnet Asset Management reported no remaining Black Stone Minerals position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 58,036 Black Stone Minerals shares in Q3 2025, an estimated $759K.
  • Envestnet Asset Management first reported a position in Black Stone Minerals in Q3 2020 and held it in 20 quarters.
  • Envestnet Asset Management's Black Stone Minerals position peaked at $2.13M in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.