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Showing 8 of 21 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in UNIFIED SER TR

Yes. Envestnet holds 82,202 shares of MGMT, worth $4.2M, as of its Q2 2026 13F filing. It increased the position by 2,937 shares (+3.7%) from Q1 2026. Envestnet has held MGMT since Q2 2021, across 21 quarterly 13F filings.

Current Value

$4.2M

Current Shares

82,202

Total Value Change

+$1.3M

Total Shares Change

+6,775

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
82,202
+3.7%
$4.2M0.0%$50.96
28
2026-Q1
Increased
79,265
+0.8%
$3.6M0.0%$47.68
27
2025-Q4
Decreased
78,627
-3.1%
$3.5M0.0%$44.73
0
2025-Q3
Decreased
81,118
-4.7%
$3.6M0.0%$43.85
0
2025-Q2
Decreased
85,078
-3.3%
$3.4M0.0%$39.48
0
2025-Q1
Increased
87,993
+6.4%
$3.4M0.0%$38.17
28
2024-Q4
Increased
82,710
+9.7%
$3.4M0.0%$41.18
29
2024-Q3
Decreased
75,427
-17.0%
$2.9M0.0%$38.14
0

Other major holders of MGMT: HighTower Advisors, LLC

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