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APIEAPIE
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in TRUST FOR PROFESSIONAL MANAG

Envestnet Portfolio Solutions, Inc. holds 12.2M shares of APIE (TRUST FOR PROFESSIONAL MANAG), worth $471.1M as of 2026-Q2. The position was increased (+0.1% shares). APIE represents 2.3% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$471.1M

Current Shares

12.2M

Total Value Change

+$402.5M

Total Shares Change

+9.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12.2M
+0.1%
$471.1M2.3%$38.76
53
2026-Q1
Decreased
12.1M
-9.1%
$428.2M2.4%$36.84
0
2025-Q4
Increased
13.4M
+0.4%
$474.4M1.7%$35.74
49
2025-Q3
Decreased
13.3M
-12.4%
$472.2M1.7%$34.12
0
2025-Q2
Decreased
15.2M
-6.2%
$505.8M1.9%$31.92
0
2025-Q1
Decreased
16.2M
-15.2%
$486.5M1.9%$29.16
0
2024-Q4
Decreased
19.1M
-2.4%
$534.5M1.7%$27.08
0
2024-Q3
Increased
19.6M
+4.4%
$601.1M2.0%$29.23
52
2024-Q2
Increased
18.7M
+123.6%
$533M1.9%$26.86
80
2024-Q1
Increased
8.4M
+32.6%
$236.9M0.9%$26.70
55
2023-Q4
Increased
6.3M
+124.1%
$168.3M0.7%$25.16
69
2023-Q3
New
2.8M
-
$68.6M0.3%$22.85
49

Other major holders of APIE: ENVESTNET ASSET MANAGEMENT INC

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