Envestnet Portfolio Solutions’s British American Tobacco BTI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.53M	Sell	40,969 -3,423	-8%	-$207K	0.01%	455
2026 Q1	$2.6M	Sell	44,392 -31,169	-41%	-$1.84M	0.01%	401
2025 Q4	$4.28M	Buy	75,561 +3,918	+5%	+$214K	0.02%	389
2025 Q3	$3.8M	Buy	71,643 +2,573	+4%	+$140K	0.01%	404
2025 Q2	$3.27M	Buy	69,070 +56,725	+459%	+$2.51M	0.01%	449
2025 Q1	$511K	Sell	12,345 -19,638	-61%	-$772K	﹤0.01%	1042
2024 Q4	$1.16M	Sell	31,983 -38,715	-55%	-$1.4M	﹤0.01%	861
2024 Q3	$2.59M	Buy	70,698 +346	+0.5%	+$12.4K	0.01%	582
2024 Q2	$2.18M	Sell	70,352 -3,663	-5%	-$111K	0.01%	610
2024 Q1	$2.26M	Sell	74,015 -10,933	-13%	-$329K	0.01%	600
2023 Q4	$2.49M	Sell	84,948 -11,050	-12%	-$336K	0.01%	528
2023 Q3	$3.02M	Buy	+95,998	New	+$3.16M	0.01%	430

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its British American Tobacco (BTI) stake by 7.7% in Q2 2026, selling an estimated $207K and leaving 40,969 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #455.

Envestnet Portfolio Solutions first reported a position in BTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.28M in Q4 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Envestnet Portfolio Solutions held 40,969 shares of British American Tobacco worth $2.53M as of Q2 2026.
Envestnet Portfolio Solutions sold 3,423 British American Tobacco shares in Q2 2026, an estimated $207K.
British American Tobacco made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #455 holding.
Envestnet Portfolio Solutions first reported a position in British American Tobacco in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's British American Tobacco position peaked at $4.28M in Q4 2025.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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