Envestnet Asset Management
EQPT

Envestnet Asset Management’s EquipmentShare.com Inc EQPT Stock Holding History

Envestnet Asset Management’s Portfolio EQPT Stock Details EQPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,655
Closed -$543K – 4997
2026
Q1 		$543K Buy
+26,655
New +$762K ﹤0.01% 3877

Other funds holding EQPT

LSA
Liberty Street Advisors New York $507M AUM 59.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Envestnet Asset Management sold out of EquipmentShare.com Inc (EQPT) in Q2 2026, closing a stake of 26,655 shares — an estimated $543K sold.

Envestnet Asset Management first reported a position in EQPT in Q1 2026 and held it in 1 quarter. The position peaked at $543K in Q1 2026. 41 funds tracked by Wall St. Rank hold EQPT as of Q2 2026.

  • Envestnet Asset Management reported no remaining EquipmentShare.com Inc position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 26,655 EquipmentShare.com Inc shares in Q2 2026, an estimated $543K.
  • Envestnet Asset Management first reported a position in EquipmentShare.com Inc in Q1 2026 and held it in 1 quarter.
  • Envestnet Asset Management's EquipmentShare.com Inc position peaked at $543K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q2 2026.

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