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Envestnet Asset Management
SHMD

Envestnet Asset Management’s SCHMID Group SHMD Stock Holding History

Envestnet Asset Management’s Portfolio SHMD Stock Details SHMD Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$883K Hold
166,573
– – ﹤0.01% 3540
2025
Q4
$1.03M Hold
166,573
– – ﹤0.01% 3250
2025
Q3
$471K Hold
166,573
– – ﹤0.01% 3803
2025
Q2
$461K Buy
166,573
+46,573
+39% +$143K ﹤0.01% 3754
2025
Q1
$475K Hold
120,000
– – ﹤0.01% 3653
2024
Q4
$370K Hold
120,000
– – ﹤0.01% 3765
2024
Q3
$428K Hold
120,000
– – ﹤0.01% 3614
2024
Q2
$498K Buy
+120,000
New +$488K ﹤0.01% 3464

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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