Envestnet Portfolio Solutions
Z icon

Envestnet Portfolio Solutions’s Zillow Z Stock Holding History

Envestnet Portfolio Solutions’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,806
Closed -$328K – 1537
2025
Q4 		$328K Sell
4,806
-213
-4% -$15.4K ﹤0.01% 1238
2025
Q3 		$387K Buy
5,019
+7
+0.1% +$572 ﹤0.01% 1136
2025
Q2 		$351K Buy
5,012
+1,488
+42% +$100K ﹤0.01% 1270
2025
Q1 		$242K Sell
3,524
-1,593
-31% -$122K ﹤0.01% 1396
2024
Q4 		$379K Buy
5,117
+467
+10% +$33.4K ﹤0.01% 1374
2024
Q3 		$297K Sell
4,650
-270
-5% -$14.5K ﹤0.01% 1460
2024
Q2 		$228K Sell
4,920
-1,081
-18% -$47.6K ﹤0.01% 1525
2024
Q1 		$293K Sell
6,001
-812
-12% -$44.2K ﹤0.01% 1372
2023
Q4 		$394K Sell
6,813
-732
-10% -$32.3K ﹤0.01% 1153
2023
Q3 		$348K Buy
+7,545
New +$388K ﹤0.01% 1152

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return