Envestnet Asset Management’s GCM Grosvenor GCMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157K	Sell	12,769 -30,310	-70%	-$332K	﹤0.01%	4688
2026 Q1	$422K	Buy	+43,079	New	+$477K	﹤0.01%	4046
2025 Q4	–	Sell	-115,308	Closed	-$1.39M	–	4534
2025 Q3	$1.39M	Sell	115,308 -711	-0.6%	-$8.81K	﹤0.01%	3136
2025 Q2	$1.34M	Buy	116,019 +17,752	+18%	+$220K	﹤0.01%	3081
2025 Q1	$1.3M	Buy	98,267 +74,227	+309%	+$992K	﹤0.01%	3020
2024 Q4	$295K	Buy	+24,040	New	+$286K	﹤0.01%	3898
2023 Q3	–	Sell	-11,825	Closed	-$89.2K	–	4072
2023 Q2	$89.2K	Sell	11,825 -109,298	-90%	-$814K	﹤0.01%	3840
2023 Q1	$15.6K	Buy	+121,123	New	+$1M	﹤0.01%	3939

Other funds holding GCMG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Envestnet Asset Management reduced its GCM Grosvenor (GCMG) stake by 70% in Q2 2026, selling an estimated $332K and leaving 12,769 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #4688.

Envestnet Asset Management first reported a position in GCMG in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 37 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

Envestnet Asset Management held 12,769 shares of GCM Grosvenor worth $157K as of Q2 2026.
Envestnet Asset Management sold 30,310 GCM Grosvenor shares in Q2 2026, an estimated $332K.
GCM Grosvenor made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4688 holding.
Envestnet Asset Management first reported a position in GCM Grosvenor in Q1 2023 and has held it in 8 quarters since.
Envestnet Asset Management's GCM Grosvenor position peaked at $1.39M in Q3 2025.
37 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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