Envestnet Asset Management
FRMI

Envestnet Asset Management’s Fermi Inc FRMI Stock Holding History

Envestnet Asset Management’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-30,145
Closed -$176K – 4994
2026
Q1 		$176K Buy
30,145
+4,689
+18% +$41K ﹤0.01% 4539
2025
Q4 		$204K Buy
+25,456
New +$497K ﹤0.01% 4260

Other funds holding FRMI

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OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BB
Burford Brothers Dallas, Texas $272M AUM 26.98% 1-Year Est. Return

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

Envestnet Asset Management sold out of Fermi Inc (FRMI) in Q2 2026, closing a stake of 30,145 shares — an estimated $176K sold.

Envestnet Asset Management first reported a position in FRMI in Q4 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 104 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Envestnet Asset Management reported no remaining Fermi Inc position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 30,145 Fermi Inc shares in Q2 2026, an estimated $176K.
  • Envestnet Asset Management first reported a position in Fermi Inc in Q4 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Fermi Inc position peaked at $204K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

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