Question 1

Does Envestnet own SMCO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 361,007 shares of SMCO, worth $11.2M.

Question 2

How many shares of SMCO does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 361,007 shares of SMCO.

Question 3

What is Envestnet's SMCO position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's SMCO position is worth $11.2M.

Question 4

Is Envestnet buying or selling SMCO?

Accepted Answer

In Q2 2026, Envestnet increased its SMCO position by 9,304 shares (+2.7%).

Question 5

When did Envestnet first buy SMCO?

Accepted Answer

Envestnet first reported SMCO in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	361,007	+2.6%	$11.2M	0.0%	$31.00	29
2026-Q1	Increased	351,703	+150.1%	$9.6M	0.0%	$27.18	45
2025-Q4	Increased	140,627	+32.3%	$3.8M	0.0%	$26.80	34
2025-Q3	Increased	106,337	+459.8%	$2.9M	0.0%	$26.68	42
2025-Q2	Increased	18,997	+54.5%	$487,752	0.0%	$25.42	34
2025-Q1	Increased	12,293	+29.2%	$289,736	0.0%	$23.34	29
2024-Q4	New	9,512	-	$241,854	0.0%	$25.18	32

SMCO7 quarters

SMCO
7 quarters