Envestnet Portfolio Solutions
TEAM icon

Envestnet Portfolio Solutions’s Atlassian TEAM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,961
Closed -$480K – 1501
2025
Q4 		$480K Sell
2,961
-1,240
-30% -$195K ﹤0.01% 1080
2025
Q3 		$671K Sell
4,201
-1,874
-31% -$339K ﹤0.01% 909
2025
Q2 		$1.23M Sell
6,075
-333
-5% -$69.3K ﹤0.01% 716
2025
Q1 		$1.36M Sell
6,408
-3,614
-36% -$954K 0.01% 708
2024
Q4 		$2.44M Buy
10,022
+865
+9% +$198K 0.01% 594
2024
Q3 		$1.45M Sell
9,157
-14,740
-62% -$2.42M ﹤0.01% 773
2024
Q2 		$4.23M Sell
23,897
-9,044
-27% -$1.62M 0.01% 410
2024
Q1 		$6.43M Buy
32,941
+294
+0.9% +$64.1K 0.02% 322
2023
Q4 		$7.77M Sell
32,647
-141
-0.4% -$27.7K 0.03% 240
2023
Q3 		$6.61M Buy
+32,788
New +$6.22M 0.03% 248

Other funds holding TEAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return