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
2025
Q3 		– Sell
2025
Q2 		$224K Sell
2025
Q1 		$365K Sell
2024
Q4 		$1.29M Sell
2024
Q3 		$3.26M Sell
2024
Q2 		$2.92M Sell
2024
Q1 		$3.77M Sell
2023
Q4 		$3.91M Buy
2023
Q3 		$2.69M Buy