Envestnet Asset Management
EVEX icon

Envestnet Asset Management’s Eve Holding EVEX Stock Holding History

Envestnet Asset Management’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.4K Sell
14,100
-980
-6% -$2.82K ﹤0.01% 4807
2026
Q1 		$37.4K Buy
15,080
+11
+0.1% +$38 ﹤0.01% 4685
2025
Q4 		$60.1K Sell
15,069
-8,275
-35% -$36.4K ﹤0.01% 4405
2025
Q3 		$88.9K Buy
+23,344
New +$124K ﹤0.01% 4439

Other funds holding EVEX

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Envestnet Asset Management reduced its Eve Holding (EVEX) stake by 6.5% in Q2 2026, selling an estimated $2.82K and leaving 14,100 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4807.

Envestnet Asset Management first reported a position in EVEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $88.9K in Q3 2025. 26 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Envestnet Asset Management held 14,100 shares of Eve Holding worth $35.4K as of Q2 2026.
  • Envestnet Asset Management sold 980 Eve Holding shares in Q2 2026, an estimated $2.82K.
  • Eve Holding made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4807 holding.
  • Envestnet Asset Management first reported a position in Eve Holding in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Eve Holding position peaked at $88.9K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

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