Envestnet Portfolio Solutions
DV icon

Envestnet Portfolio Solutions’s DoubleVerify DV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,900
Closed -$363K – 1610
2024
Q4 		$363K Sell
18,900
-3,447
-15% -$64.9K ﹤0.01% 1401
2024
Q3 		$376K Sell
22,347
-14,869
-40% -$283K ﹤0.01% 1338
2024
Q2 		$725K Sell
37,216
-4,942
-12% -$119K ﹤0.01% 980
2024
Q1 		$1.48M Buy
42,158
+13,579
+48% +$505K 0.01% 723
2023
Q4 		$1.05M Buy
28,579
+18,134
+174% +$565K ﹤0.01% 784
2023
Q3 		$292K Buy
+10,445
New +$357K ﹤0.01% 1242

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return