Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Gartner IT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Buy
+1,327
New +$244K ﹤0.01% 1260
2025
Q3 		– Sell
-555
Closed -$224K – 1519
2025
Q2 		$224K Sell
555
-314
-36% -$131K ﹤0.01% 1459
2025
Q1 		$365K Sell
869
-1,788
-67% -$881K ﹤0.01% 1193
2024
Q4 		$1.29M Sell
2,657
-3,783
-59% -$1.95M ﹤0.01% 826
2024
Q3 		$3.26M Sell
6,440
-53
-0.8% -$25.5K 0.01% 506
2024
Q2 		$2.92M Sell
6,493
-1,426
-18% -$634K 0.01% 530
2024
Q1 		$3.77M Sell
7,919
-759
-9% -$349K 0.01% 454
2023
Q4 		$3.91M Buy
8,678
+854
+11% +$341K 0.02% 399
2023
Q3 		$2.69M Buy
+7,824
New +$2.73M 0.01% 462

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VPM
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State Street
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Geode Capital Management
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