Envestnet Asset Management’s UP Fintech Holding TIGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-106,793
Closed -$673K 4955
2026
Q1
$673K Sell
106,793
-178,321
-63% -$1.45M ﹤0.01% 3721
2025
Q4
$2.73M Buy
285,114
+56,185
+25% +$536K ﹤0.01% 2604
2025
Q3
$2.44M Buy
228,929
+10,449
+5% +$112K ﹤0.01% 2756
2025
Q2
$2.11M Buy
218,480
+38,148
+21% +$319K ﹤0.01% 2789
2025
Q1
$1.55M Sell
180,332
-8,422
-4% -$62.9K ﹤0.01% 2898
2024
Q4
$1.22M Buy
+188,754
New +$1.3M ﹤0.01% 3029
2022
Q3
Sell
-11,999
Closed -$57K 4037
2022
Q2
$57K Hold
11,999
﹤0.01% 3810
2022
Q1
$59K Sell
11,999
-87
-0.7% -$390 ﹤0.01% 3848
2021
Q4
$59K Buy
+12,086
New +$84.6K ﹤0.01% 3798

Other funds holding TIGR

Envestnet Asset Management's TIGR Position: Q2 2026 in Review

Envestnet Asset Management sold out of UP Fintech Holding (TIGR) in Q2 2026, closing a stake of 106,793 shares — an estimated $673K sold.

Envestnet Asset Management first reported a position in TIGR in Q4 2021 and held it in 9 quarters. The position peaked at $2.73M in Q4 2025. 117 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

  • Envestnet Asset Management reported no remaining UP Fintech Holding position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 106,793 UP Fintech Holding shares in Q2 2026, an estimated $673K.
  • Envestnet Asset Management first reported a position in UP Fintech Holding in Q4 2021 and held it in 9 quarters.
  • Envestnet Asset Management's UP Fintech Holding position peaked at $2.73M in Q4 2025.
  • 117 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.