Envestnet Asset Management’s Barings Participation Investors MPV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$531K Buy
31,001
+10,977
+55% +$205K ﹤0.01% 3895
2025
Q4
$318K Buy
20,024
+8,832
+79% +$172K ﹤0.01% 4001
2025
Q3
$226K Buy
11,192
+852
+8% +$16.6K ﹤0.01% 4260
2025
Q2
$208K Buy
+10,340
New +$182K ﹤0.01% 4217
2025
Q1
Sell
-85,789
Closed -$1.47M 4430
2024
Q4
$1.47M Buy
85,789
+4,374
+5% +$74.1K ﹤0.01% 2894
2024
Q3
$1.38M Buy
81,415
+1,050
+1% +$17.1K ﹤0.01% 2910
2024
Q2
$1.33M Buy
80,365
+7,497
+10% +$118K ﹤0.01% 2842
2024
Q1
$1.17M Sell
72,868
-26,434
-27% -$413K ﹤0.01% 2924
2023
Q4
$1.55M Sell
99,302
-3,750
-4% -$52.4K ﹤0.01% 2628
2023
Q3
$1.38M Buy
103,052
+3,695
+4% +$49.6K ﹤0.01% 2583
2023
Q2
$1.28M Buy
99,357
+12,367
+14% +$156K ﹤0.01% 2562
2023
Q1
$1.12M Buy
+86,990
New +$1.13M ﹤0.01% 2593

Other funds holding MPV

Envestnet Asset Management's MPV Position: Q1 2026 in Review

Envestnet Asset Management increased its Barings Participation Investors (MPV) stake by 55% in Q1 2026, buying an estimated $205K and bringing the position to 31,001 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

Envestnet Asset Management first reported a position in MPV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2023. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2026.

  • Envestnet Asset Management held 31,001 shares of Barings Participation Investors worth $531K as of Q1 2026.
  • Envestnet Asset Management bought 10,977 Barings Participation Investors shares in Q1 2026, an estimated $205K.
  • Barings Participation Investors made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3895 holding.
  • Envestnet Asset Management first reported a position in Barings Participation Investors in Q1 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Barings Participation Investors position peaked at $1.55M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.