Envestnet Asset Management
GHM icon

Envestnet Asset Management’s Graham Corp GHM Stock Holding History

Envestnet Asset Management’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Buy
21,181
+5,759
+37% +$571K ﹤0.01% 2946
2026
Q1 		$1.22M Buy
15,422
+3,277
+27% +$257K ﹤0.01% 3344
2025
Q4 		$780K Sell
12,145
-1,182
-9% -$71.3K ﹤0.01% 3411
2025
Q3 		$732K Buy
13,327
+793
+6% +$40.6K ﹤0.01% 3514
2025
Q2 		$621K Buy
12,534
+6
+0% +$222 ﹤0.01% 3545
2025
Q1 		$361K Buy
12,528
+3,905
+45% +$148K ﹤0.01% 3818
2024
Q4 		$383K Sell
8,623
-361
-4% -$13.5K ﹤0.01% 3749
2024
Q3 		$266K Buy
+8,984
New +$268K ﹤0.01% 3885
2024
Q2 		– Sell
-9,912
Closed -$270K – 4219
2024
Q1 		$270K Buy
+9,912
New +$222K ﹤0.01% 3777
2018
Q3 		– Sell
-1,537
Closed -$40K – 1773
2018
Q2 		$40K Hold
1,537
– – ﹤0.01% 2268
2018
Q1 		$33K Hold
1,537
– – ﹤0.01% 2258
2017
Q4 		$32K Hold
1,537
– – ﹤0.01% 2432
2017
Q3 		$32K Hold
1,537
– – ﹤0.01% 2407
2017
Q2 		$30K Hold
1,537
– – ﹤0.01% 2507
2017
Q1 		$35K Hold
1,537
– – ﹤0.01% 2535
2016
Q4 		$34K Hold
1,537
– – ﹤0.01% 2540
2016
Q3 		$29K Sell
1,537
-24
-2% -$452 ﹤0.01% 2743
2016
Q2 		$29K Buy
1,561
+24
+2% +$443 ﹤0.01% 2892
2016
Q1 		$31K Sell
1,537
-484
-24% -$8.48K ﹤0.01% 2867
2015
Q4 		$34K Sell
2,021
-316
-14% -$5.54K ﹤0.01% 2778
2015
Q3 		$41K Buy
+2,337
New +$42.4K ﹤0.01% 2736

Other funds holding GHM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Envestnet Asset Management increased its Graham Corp (GHM) stake by 37% in Q2 2026, buying an estimated $571K and bringing the position to 21,181 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

Envestnet Asset Management first reported a position in GHM in Q3 2015 and has held it in 21 quarters since. 64 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Envestnet Asset Management held 21,181 shares of Graham Corp worth $2.62M as of Q2 2026.
  • Envestnet Asset Management bought 5,759 Graham Corp shares in Q2 2026, an estimated $571K.
  • Graham Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2946 holding.
  • Envestnet Asset Management first reported a position in Graham Corp in Q3 2015 and has held it in 21 quarters since.
  • 64 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

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