Envestnet Portfolio Solutions
PLUS icon

Envestnet Portfolio Solutions’s ePlus PLUS Stock Holding History

Envestnet Portfolio Solutions’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Sell
3,930
-64
-2% -$5.32K ﹤0.01% 1148
2026
Q1 		$301K Buy
+3,994
New +$328K ﹤0.01% 1113

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its ePlus (PLUS) stake by 1.6% in Q2 2026, selling an estimated $5.32K and leaving 3,930 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Envestnet Portfolio Solutions first reported a position in PLUS in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,930 shares of ePlus worth $327K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 64 ePlus shares in Q2 2026, an estimated $5.32K.
  • ePlus made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1148 holding.
  • Envestnet Portfolio Solutions first reported a position in ePlus in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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