Envestnet Portfolio Solutions
SEIC icon

Envestnet Portfolio Solutions’s SEI Investments SEIC Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
19,616
-6,684
-25% -$550K 0.01% 515
2025
Q4 		$2.16M Buy
26,300
+1,351
+5% +$111K 0.01% 529
2025
Q3 		$2.12M Sell
24,949
-414
-2% -$36.8K 0.01% 512
2025
Q2 		$2.28M Buy
25,363
+13,760
+119% +$1.11M 0.01% 527
2025
Q1 		$901K Buy
11,603
+484
+4% +$38.9K ﹤0.01% 829
2024
Q4 		$917K Buy
11,119
+2,542
+30% +$199K ﹤0.01% 965
2024
Q3 		$593K Buy
8,577
+1,028
+14% +$68.6K ﹤0.01% 1108
2024
Q2 		$488K Buy
7,549
+2,681
+55% +$180K ﹤0.01% 1153
2024
Q1 		$350K Buy
4,868
+975
+25% +$64.8K ﹤0.01% 1279
2023
Q4 		$247K Buy
+3,893
New +$227K ﹤0.01% 1393

Other funds holding SEIC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return