Envestnet Asset Management
NOTE

Envestnet Asset Management’s FiscalNote NOTE Stock Holding History

Envestnet Asset Management’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,697
Closed -$55.2K – 4521
2025
Q1 		$55.2K Buy
5,697
+3,312
+139% +$49.8K ﹤0.01% 4290
2024
Q4 		$30.6K Buy
2,385
+507
+27% +$6.18K ﹤0.01% 4276
2024
Q3 		$28.8K Buy
1,878
+61
+3% +$1.06K ﹤0.01% 4196
2024
Q2 		$31.8K Buy
+1,817
New +$28.8K ﹤0.01% 4130

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's NOTE Position: Q2 2025 in Review

Envestnet Asset Management sold out of FiscalNote (NOTE) in Q2 2025, closing a stake of 5,697 shares — an estimated $55.2K sold.

Envestnet Asset Management first reported a position in NOTE in Q2 2024 and held it in 4 quarters. The position peaked at $55.2K in Q1 2025. 70 funds tracked by Wall St. Rank hold NOTE as of Q2 2025.

  • Envestnet Asset Management reported no remaining FiscalNote position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 5,697 FiscalNote shares in Q2 2025, an estimated $55.2K.
  • Envestnet Asset Management first reported a position in FiscalNote in Q2 2024 and held it in 4 quarters.
  • Envestnet Asset Management's FiscalNote position peaked at $55.2K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held FiscalNote as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.