Envestnet Asset Management
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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
2025
Q2 		$8.55M Sell
2025
Q1 		$9.83M Buy
2024
Q4 		$8.43M Buy
2024
Q3 		$6.79M Buy
2024
Q2 		$3.11M Buy