Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Fiserv FI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$787K Sell
2025
Q2 		$2.3M Sell
2025
Q1 		$3.32M Sell
2024
Q4 		$6.98M Buy
2024
Q3 		$5.08M Sell
2024
Q2 		$4.26M Buy
2024
Q1 		$4.33M Sell
2023
Q4 		$3.83M Sell
2023
Q3 		$3.56M Buy