Question 1

Does Envestnet own CWS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 4,588 shares of CWS, worth $312,872.

Question 2

How many shares of CWS does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 4,588 shares of CWS.

Question 3

What is Envestnet's CWS position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's CWS position is worth $312,872.

Question 4

Is Envestnet buying or selling CWS?

Accepted Answer

In Q2 2026, Envestnet reduced its CWS position by 1,856 shares (-28.8%).

Question 5

When did Envestnet first buy CWS?

Accepted Answer

Envestnet first reported CWS in its Q3 2024 13F and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4,588	-28.8%	$312,872	0.0%	$68.19	0
2026-Q1	Decreased	6,444	-46.1%	$417,310	0.0%	$69.63	0
2025-Q4	Increased	11,962	+7.8%	$822,144	0.0%	$69.54	27
2025-Q3	Increased	11,101	+6.1%	$761,885	0.0%	$67.98	26
2025-Q2	Decreased	10,460	-2.0%	$732,257	0.0%	$69.28	0
2025-Q1	Increased	10,677	+18.4%	$698,999	0.0%	$64.91	29
2024-Q4	Increased	9,020	+90.8%	$584,239	0.0%	$64.71	38
2024-Q3	New	4,728	-	$324,885	0.0%	$67.82	33

CWS8 quarters

CWS
8 quarters