Position in EVEX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$37,398
-$22,727 QoQ
Shares Held
15,080
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVEX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,287,615,481 across 45 Aerospace & Defense names. EVEX ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,381,606 | $652,311,797 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
1,371,486 | $473,368,392 | |
| 3 | GE |
General Electric Co
|
1,453,292 | $412,400,670 | |
| 4 | LMT |
Lockheed Martin Corp
|
564,405 | $341,120,737 | |
| 5 | GD |
General Dynamics Corp
|
949,019 | $325,722,301 | |
| 6 | BA |
Boeing Co
|
921,936 | $183,492,922 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
653,042 | $150,500,059 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
212,062 | $144,677,178 |
All Filings in EVEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,398 | 15,080 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $60,125 | 15,069 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $88,940 | 23,344 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||