Envestnet Asset Management
KAT

Envestnet Asset Management’s Scharf ETF KAT Stock Holding History

Envestnet Asset Management’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,272
Closed -$240K – 4727
2025
Q3 		$240K Buy
+4,272
New +$236K ﹤0.01% 4218

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management's KAT Position: Q4 2025 in Review

Envestnet Asset Management sold out of Scharf ETF (KAT) in Q4 2025, closing a stake of 4,272 shares — an estimated $240K sold.

Envestnet Asset Management first reported a position in KAT in Q3 2025 and held it in 1 quarter. The position peaked at $240K in Q3 2025. 39 funds tracked by Wall St. Rank hold KAT as of Q4 2025.

  • Envestnet Asset Management reported no remaining Scharf ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 4,272 Scharf ETF shares in Q4 2025, an estimated $240K.
  • Envestnet Asset Management first reported a position in Scharf ETF in Q3 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Scharf ETF position peaked at $240K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Scharf ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.