Envestnet Asset Management
UFCS icon

Envestnet Asset Management’s United Fire Group UFCS Stock Holding History

Envestnet Asset Management’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.91M Sell
112,740
-2,082
-2% -$92.5K ﹤0.01% 2345
2026
Q1 		$4.26M Sell
114,822
-9,351
-8% -$345K ﹤0.01% 2442
2025
Q4 		$4.51M Sell
124,173
-6,476
-5% -$221K ﹤0.01% 2246
2025
Q3 		$3.97M Sell
130,649
-5,372
-4% -$158K ﹤0.01% 2410
2025
Q2 		$3.9M Sell
136,021
-459
-0.3% -$12.8K ﹤0.01% 2362
2025
Q1 		$4.02M Sell
136,480
-49,496
-27% -$1.34M ﹤0.01% 2285
2024
Q4 		$5.29M Sell
185,976
-965
-0.5% -$24.3K ﹤0.01% 2065
2024
Q3 		$3.91M Sell
186,941
-3,731
-2% -$77.2K ﹤0.01% 2257
2024
Q2 		$4.1M Buy
190,672
+2,541
+1% +$56.2K ﹤0.01% 2162
2024
Q1 		$4.1M Buy
188,131
+12,259
+7% +$272K ﹤0.01% 2119
2023
Q4 		$3.54M Sell
175,872
-2,169
-1% -$44K ﹤0.01% 2124
2023
Q3 		$3.52M Buy
178,041
+93,810
+111% +$1.96M ﹤0.01% 2030
2023
Q2 		$1.91M Sell
84,231
-76,775
-48% -$1.9M ﹤0.01% 2314
2023
Q1 		$2.15M Buy
161,006
+80,919
+101% +$2.3M ﹤0.01% 2159
2022
Q4 		$2.19M Sell
80,087
-1,291
-2% -$37.7K ﹤0.01% 2102
2022
Q3 		$2.34M Buy
81,378
+7,380
+10% +$228K ﹤0.01% 1991
2022
Q2 		$2.53M Buy
73,998
+2,276
+3% +$71K ﹤0.01% 1954
2022
Q1 		$2.23M Buy
71,722
+6,388
+10% +$170K ﹤0.01% 2132
2021
Q4 		$1.51M Buy
65,334
+2,052
+3% +$46.1K ﹤0.01% 2342
2021
Q3 		$1.46M Buy
63,282
+3,309
+6% +$82.7K ﹤0.01% 2305
2021
Q2 		$1.66M Buy
59,973
+4,934
+9% +$154K ﹤0.01% 2181
2021
Q1 		$1.92M Buy
55,039
+21,212
+63% +$669K ﹤0.01% 1962
2020
Q4 		$849K Buy
33,827
+6,590
+24% +$150K ﹤0.01% 2328
2020
Q3 		$553K Buy
27,237
+1,233
+5% +$30.8K ﹤0.01% 2397
2020
Q2 		$721K Buy
26,004
+1,996
+8% +$56.3K ﹤0.01% 2167
2020
Q1 		$783K Buy
24,008
+813
+4% +$33K ﹤0.01% 1966
2019
Q4 		$1.01M Buy
23,195
+537
+2% +$24K ﹤0.01% 2012
2019
Q3 		$1.06M Buy
22,658
+1,418
+7% +$67.4K ﹤0.01% 1908
2019
Q2 		$1.03M Sell
21,240
-963
-4% -$44K ﹤0.01% 1931
2019
Q1 		$971K Buy
22,203
+1,429
+7% +$71.4K ﹤0.01% 1924
2018
Q4 		$1.15M Buy
+20,774
New +$1.07M ﹤0.01% 1649
2018
Q3 		– Sell
-493
Closed -$27K – 2539
2018
Q2 		$27K Buy
493
+364
+282% +$18.9K ﹤0.01% 2358
2018
Q1 		$6K Hold
129
– – ﹤0.01% 2586
2017
Q4 		$6K Hold
129
– – ﹤0.01% 2720
2017
Q3 		$7K Sell
129
-14
-10% -$606 ﹤0.01% 2664
2017
Q2 		$6K Sell
143
-1,587
-92% -$68.8K ﹤0.01% 2809
2017
Q1 		$74K Sell
1,730
-448
-21% -$20.1K ﹤0.01% 2294
2016
Q4 		$107K Sell
2,178
-235
-10% -$10.4K ﹤0.01% 2161
2016
Q3 		$102K Sell
2,413
-2,548
-51% -$109K ﹤0.01% 2304
2016
Q2 		$210K Sell
4,961
-51
-1% -$2.17K ﹤0.01% 2068
2016
Q1 		$220K Buy
5,012
+646
+15% +$25.4K ﹤0.01% 2013
2015
Q4 		$167K Buy
4,366
+92
+2% +$3.49K ﹤0.01% 2133
2015
Q3 		$150K Buy
+4,274
New +$148K ﹤0.01% 2164

Other funds holding UFCS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management reduced its United Fire Group (UFCS) stake by 1.8% in Q2 2026, selling an estimated $92.5K and leaving 112,740 shares worth $5.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Envestnet Asset Management first reported a position in UFCS in Q3 2015 and has held it in 43 quarters since. 56 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Envestnet Asset Management held 112,740 shares of United Fire Group worth $5.91M as of Q2 2026.
  • Envestnet Asset Management sold 2,082 United Fire Group shares in Q2 2026, an estimated $92.5K.
  • United Fire Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2345 holding.
  • Envestnet Asset Management first reported a position in United Fire Group in Q3 2015 and has held it in 43 quarters since.
  • 56 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

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