Envestnet Asset Management
SPMC

Envestnet Asset Management’s Sound Point Meridian Capital SPMC Stock Holding History

Envestnet Asset Management’s Portfolio SPMC Stock Details SPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99,558
Closed -$1.78M – 4697
2025
Q2 		$1.78M Sell
99,558
-46,293
-32% -$852K ﹤0.01% 2910
2025
Q1 		$2.91M Buy
145,851
+11,602
+9% +$241K ﹤0.01% 2478
2024
Q4 		$2.81M Sell
134,249
-20,161
-13% -$404K ﹤0.01% 2485
2024
Q3 		$3.05M Buy
154,410
+11,719
+8% +$232K ﹤0.01% 2406
2024
Q2 		$2.86M Buy
+142,691
New +$2.85M ﹤0.01% 2397

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Envestnet Asset Management's SPMC Position: Q3 2025 in Review

Envestnet Asset Management sold out of Sound Point Meridian Capital (SPMC) in Q3 2025, closing a stake of 99,558 shares — an estimated $1.78M sold.

Envestnet Asset Management first reported a position in SPMC in Q2 2024 and held it in 5 quarters. The position peaked at $3.05M in Q3 2024. 15 funds tracked by Wall St. Rank hold SPMC as of Q3 2025.

  • Envestnet Asset Management reported no remaining Sound Point Meridian Capital position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 99,558 Sound Point Meridian Capital shares in Q3 2025, an estimated $1.78M.
  • Envestnet Asset Management first reported a position in Sound Point Meridian Capital in Q2 2024 and held it in 5 quarters.
  • Envestnet Asset Management's Sound Point Meridian Capital position peaked at $3.05M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.