Envestnet Asset Management
ULS icon

Envestnet Asset Management’s UL Solutions ULS Stock Holding History

Envestnet Asset Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.4M Buy
447,937
+49,909
+13% +$3.94M 0.01% 936
2025
Q4 		$31.4M Sell
398,028
-195,456
-33% -$15.7M 0.01% 978
2025
Q3 		$42.1M Buy
593,484
+476,121
+406% +$32.5M 0.01% 840
2025
Q2 		$8.55M Sell
117,363
-56,861
-33% -$3.72M ﹤0.01% 1831
2025
Q1 		$9.83M Buy
174,224
+5,239
+3% +$278K ﹤0.01% 1675
2024
Q4 		$8.43M Buy
168,985
+31,270
+23% +$1.62M ﹤0.01% 1760
2024
Q3 		$6.79M Buy
137,715
+63,969
+87% +$3.11M ﹤0.01% 1904
2024
Q2 		$3.11M Buy
+73,746
New +$2.79M ﹤0.01% 2342

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VCM
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DCP
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VPM
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Janus Henderson Group
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Bessemer Group
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