Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s BP BP Stock Holding History

Envestnet Portfolio Solutions’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Sell
7,913
-212
-3% -$9.3K ﹤0.01% 1201
2026
Q1 		$382K Sell
8,125
-1,721
-17% -$67.4K ﹤0.01% 1007
2025
Q4 		$342K Buy
9,846
+1,167
+13% +$40.9K ﹤0.01% 1215
2025
Q3 		$299K Sell
8,679
-1,301
-13% -$43.6K ﹤0.01% 1246
2025
Q2 		$299K Sell
9,980
-3,058
-23% -$89.7K ﹤0.01% 1337
2025
Q1 		$441K Sell
13,038
-23,031
-64% -$752K ﹤0.01% 1105
2024
Q4 		$1.07M Sell
36,069
-15,134
-30% -$455K ﹤0.01% 897
2024
Q3 		$1.61M Sell
51,203
-5,442
-10% -$184K 0.01% 741
2024
Q2 		$2.04M Buy
56,645
+8,124
+17% +$304K 0.01% 629
2024
Q1 		$1.83M Buy
48,521
+1,699
+4% +$60.9K 0.01% 663
2023
Q4 		$1.66M Buy
46,822
+3,629
+8% +$133K 0.01% 639
2023
Q3 		$1.67M Buy
+43,193
New +$1.6M 0.01% 598

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Portfolio Solutions's BP Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its BP (BP) stake by 2.6% in Q2 2026, selling an estimated $9.3K and leaving 7,913 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Envestnet Portfolio Solutions first reported a position in BP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q2 2024. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,913 shares of BP worth $292K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 212 BP shares in Q2 2026, an estimated $9.3K.
  • BP made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1201 holding.
  • Envestnet Portfolio Solutions first reported a position in BP in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's BP position peaked at $2.04M in Q2 2024.
  • 1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.