Glenn Welling - Engaged Capital
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 8
Portfolio value: $303,413,763
Holding/activity history for Envestnet Inc (ENV)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2024 Q3 |
0 |
0.00 |
Sell 100.00%
|
7.42 |
|
|
SEC |
| 2024 Q2 |
692,483 |
7.42 |
Add 479.80%
|
6.14 |
$62.59 |
$43,342,511 |
SEC |
| 2024 Q1 |
119,434 |
1.12 |
Buy
|
1.12 |
$57.91 |
$6,916,423 |
SEC |