Envestnet Portfolio Solutions, Inc. VTOL BRISTOW GROUP INC

Ownership history in Envestnet Portfolio Solutions, Inc.  ·  5 quarters on record

AI Ownership Summary

Envestnet Portfolio Solutions, Inc. reported BRISTOW GROUP INC (VTOL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows VTOL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Envestnet Portfolio Solutions, Inc.'s position in BRISTOW GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTOL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Envestnet Portfolio Solutions, Inc. held VTOL — position size vs. price
% of Fund (quarterly)    VTOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 10,090 -127 -1.2% 0.00% $417K 2026-07-20 $44.16
2026 Q1 REDUCED 5.8% -11.1% 10,217 -631 -5.8% 0.00% $479K 2026-04-29 $48.89
2025 Q4 REDUCED 10,848 -265 -2.4% 0.00% $397K 2026-02-06 $44.74
2025 Q3 REDUCED 5.9% +0.9% 11,113 -696 -5.9% 0.00% $401K 2025-10-30 $39.74
2025 Q2 INITIATED 11,809 0.00% $389K 2025-07-25 $35.80

FAQ About Envestnet Portfolio Solutions, Inc. and VTOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Envestnet Portfolio Solutions, Inc. reported owning VTOL?

Envestnet Portfolio Solutions, Inc. reported VTOL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported VTOL position in Envestnet Portfolio Solutions, Inc.'s portfolio?

The largest reported portfolio weight for VTOL was 0.00% in 2026 Q1.

What is the latest reported VTOL position on this page?

The most recent filing on this page is 2026 Q2, when Envestnet Portfolio Solutions, Inc. reported 10,090 shares, equal to 0.00% of portfolio, with an estimated market value of $417K.

What does the chart on this VTOL ownership page compare?

The chart compares Envestnet Portfolio Solutions, Inc.'s quarterly VTOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Envestnet Portfolio Solutions, Inc. time their VTOL position?

Based on 13F filing dates vs. subsequent VTOL price moves, Envestnet Portfolio Solutions, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VTOL relative to SPY over the holding period was +4.8%.

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