Envestnet Asset Management
INTR icon

Envestnet Asset Management’s Inter&Co INTR Stock Holding History

Envestnet Asset Management’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
40,623
+2,718
+7% +$18.3K ﹤0.01% 4604
2026
Q1 		$302K Sell
37,905
-1,083
-3% -$9.4K ﹤0.01% 4271
2025
Q4 		$331K Sell
38,988
-527
-1% -$4.66K ﹤0.01% 3965
2025
Q3 		$365K Sell
39,515
-7,058
-15% -$55.5K ﹤0.01% 3956
2025
Q2 		$346K Buy
46,573
+15,984
+52% +$106K ﹤0.01% 3943
2025
Q1 		$168K Buy
30,589
+13,716
+81% +$71.2K ﹤0.01% 4174
2024
Q4 		$71.2K Sell
16,873
-11,401
-40% -$63.9K ﹤0.01% 4243
2024
Q3 		$188K Buy
28,274
+1,948
+7% +$13.5K ﹤0.01% 4029
2024
Q2 		$162K Buy
26,326
+183
+0.7% +$1.05K ﹤0.01% 3983
2024
Q1 		$149K Sell
26,143
-19,599
-43% -$107K ﹤0.01% 4008
2023
Q4 		$254K Sell
45,742
-2,343
-5% -$11.4K ﹤0.01% 3706
2023
Q3 		$192K Sell
48,085
-24,171
-33% -$92.7K ﹤0.01% 3757
2023
Q2 		$226K Buy
72,256
+13,690
+23% +$32.7K ﹤0.01% 3640
2023
Q1 		$99.6K Buy
+58,566
New +$122K ﹤0.01% 3796

Other funds holding INTR

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WIM
WIM Investment Management Hong Kong $305M AUM 10.28% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

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

Envestnet Asset Management increased its Inter&Co (INTR) stake by 7.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 40,623 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

Envestnet Asset Management first reported a position in INTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $365K in Q3 2025. 35 funds tracked by Wall St. Rank hold INTR as of Q2 2026.

  • Envestnet Asset Management held 40,623 shares of Inter&Co worth $221K as of Q2 2026.
  • Envestnet Asset Management bought 2,718 Inter&Co shares in Q2 2026, an estimated $18.3K.
  • Inter&Co made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4604 holding.
  • Envestnet Asset Management first reported a position in Inter&Co in Q1 2023 and has held it in 14 quarters since.
  • Envestnet Asset Management's Inter&Co position peaked at $365K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Inter&Co as of Q2 2026.

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