Envestnet Asset Management
USLM icon

Envestnet Asset Management’s United States Lime & Minerals USLM Stock Holding History

Envestnet Asset Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24,329
Closed -$3.18M – 4962
2026
Q1 		$3.18M Sell
24,329
-2,737
-10% -$329K ﹤0.01% 2666
2025
Q4 		$3.24M Buy
27,066
+5,908
+28% +$732K ﹤0.01% 2481
2025
Q3 		$2.78M Buy
+21,158
New +$2.44M ﹤0.01% 2664

Other funds holding USLM

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Envestnet Asset Management sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 24,329 shares — an estimated $3.18M sold.

Envestnet Asset Management first reported a position in USLM in Q3 2025 and held it in 3 quarters. The position peaked at $3.24M in Q4 2025. 178 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Envestnet Asset Management reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 24,329 United States Lime & Minerals shares in Q2 2026, an estimated $3.18M.
  • Envestnet Asset Management first reported a position in United States Lime & Minerals in Q3 2025 and held it in 3 quarters.
  • Envestnet Asset Management's United States Lime & Minerals position peaked at $3.24M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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