NW
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NewEdge Wealth’s Enact Holdings ACT Stock Holding History

NewEdge Wealth’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Buy
58,470
+20,415
+54% +$835K 0.03% 379
2025
Q4 		$1.51M Buy
38,055
+4,047
+12% +$152K 0.02% 526
2025
Q3 		$1.22M Buy
34,008
+6,331
+23% +$235K 0.02% 511
2025
Q2 		$994K Buy
27,677
+3,683
+15% +$131K 0.02% 531
2025
Q1 		$834K Buy
23,994
+4,394
+22% +$147K 0.02% 513
2024
Q4 		$635K Buy
+19,600
New +$678K 0.01% 584

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return