Envestnet Portfolio Solutions, Inc. Purchases in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
849
+ 11.07%
N/A
8.52K $637K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.21K
+ 13.34%
$26.69 - $33.44 $32.2K - $40.4K
10.3K $337K
DTE
Dte Energy CO

Utilities
714
+ 12.84%
$127.39 - $139.49 $91K - $99.6K
6.27K $830K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.43K
+ 17.44%
$160.0 - $195.62 $229K - $281K
9.66K $1.57M
CHK
Chesapeake Energy Corp

Energy
713
+ 16.36%
N/A
5.07K $434K
PEG
Public Service Enterprise Group Inc

Utilities
369
+ 2.39%
$77.13 - $84.18 $28.5K - $31.1K
15.8K $1.33M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.41K
+ 29.14%
$13.71 - $15.46 $46.8K - $52.7K
15.1K $233K
DFAU
Dimensional ETF Tr

ETFs
48
+ 0.34%
$34.04 - $42.36 $1.63K - $2.03K
14.2K $599K
FDS
Factset Research Systems Inc

Financial Services
162
+ 7.14%
$398.85 - $473.32 $64.6K - $76.7K
2.43K $1.09M
ABCB
Ameris Bancorp

Financial Services
320
+ 6.73%
$50.69 - $64.92 $16.2K - $20.8K
5.08K $328K
ING
Ing Groep Nv

Financial Services
532
+ 3.17%
$16.62 - $21.98 $8.84K - $11.7K
17.3K $378K
ERIC
Ericsson Lm Telephone CO

Technology
4.06K
+ 18.48%
$6.77 - $8.86 $27.5K - $36K
26.1K $220K
HST
Host Hotels & Resorts, Inc.

Real Estate
510
+ 1.41%
$12.7 - $16.07 $6.48K - $8.2K
36.6K $561K
DHS
Wisdomtree Tr U.S

ETFs
889
+ 7.68%
$87.71 - $98.37 $78K - $87.5K
12.5K $1.2M
CLH
Clean Harbors Inc

Industrials
33
+ 2.75%
$182.1 - $233.5 $6.01K - $7.71K
1.23K $284K
CWST
Casella Waste Systems Inc

Industrials
289
+ 8.15%
$103.78 - $120.37 $30K - $34.8K
3.84K $442K
VMI
Valmont Industries Inc

Industrials
38
+ 4.72%
$263.86 - $333.86 $10K - $12.7K
843 $275K
REZ
Ishares Tr Residential And Mul

ETFs
868
+ 13.66%
$76.14 - $86.35 $66.1K - $75K
7.22K $594K
PHM
Pultegroup Inc

Consumer Cyclical
103
+ 0.89%
$92.02 - $106.54 $9.48K - $11K
11.6K $1.23M
BXP
Boston Properties Inc

Real Estate
592
+ 10.34%
$56.86 - $74.12 $33.7K - $43.9K
6.32K $426K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
122
+ 1.06%
$23.4 - $29.68 $2.85K - $3.62K
11.7K $346K
CTSH
Cognizant Technology Solutions Corp

Technology
295
+ 3.54%
$66.47 - $81.81 $19.6K - $24.1K
8.63K $673K
MAT
Mattel Inc

Consumer Cyclical
1.52K
+ 7.89%
$14.55 - $20.12 $22.1K - $30.6K
20.8K $410K
GFL
Gfl Environmental Inc.

Industrials
489
+ 10.32%
$42.93 - $51.58 $21K - $25.2K
5.23K $263K
WTM
White Mountains Insurance Group LTD

Financial Services
40
+ 13.94%
$1699.35 - $1901.99 $68K - $76.1K
327 $587K
CACC
Credit Acceptance Corp

Financial Services
73
+ 9.8%
$443.32 - $529.8 $32.4K - $38.7K
818 $416K
ABEV
Ambev S.A.

Consumer Defensive
12.3K
+ 54.19%
$2.15 - $2.55 $26.4K - $31.3K
34.9K $84K
VOD
Vodafone Group Public LTD CO

Communication Services
1.53K
+ 14.26%
$8.19 - $10.66 $12.6K - $16.3K
12.3K $130K
APD
Air Products & Chemicals, Inc.

Basic Materials
485
+ 5.84%
$248.61 - $294.96 $121K - $143K
8.79K $2.48M
HOLX
Hologic Inc

Healthcare
128
+ 2.06%
$52.73 - $65.22 $6.75K - $8.35K
6.33K $412K
JBT
John Bean Technologies Corp

Industrials
219
+ 9.01%
N/A
2.65K $333K
MFG
Mizuho Financial Group Inc

Financial Services
4.86K
+ 36.44%
$4.25 - $5.66 $20.7K - $27.5K
18.2K $101K
HPP
Hudson Pacific Properties, Inc.

Real Estate
10.4K
New
$1.86 - $3.08 $19.4K - $32.2K
10.4K $28K
CNQ
Canadian Natural Resources LTD

Energy
692
+ 7.61%
$25.14 - $34.01 $17.4K - $23.5K
9.78K $307K
PHG
Koninklijke Philips Nv

Healthcare
1.7K
+ 18.48%
$21.67 - $25.64 $36.8K - $43.5K
10.9K $260K
HFRO
Highland Income Fund\Ma

Financial Services
5.11K
+ 8.26%
$4.47 - $5.28 $22.9K - $27K
67K $348K
REG
Regency Centers Corp

Real Estate
463
+ 14.81%
$65.48 - $74.74 $30.3K - $34.6K
3.59K $255K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
723
+ 1.48%
$8.28 - $9.42 $5.99K - $6.81K
49.5K $465K
WAFD
Washington Federal Inc

Financial Services
470
+ 3.51%
$24.48 - $30.05 $11.5K - $14.1K
13.8K $405K
ACN
Accenture PLC

Technology
4.68K
+ 4.47%
$279.23 - $323.21 $1.31M - $1.51M
109K $32.7M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
667
+ 5.2%
$21.85 - $22.76 $14.6K - $15.2K
13.5K $306K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
27
+ 0.32%
$71.94 - $86.02 $1.94K - $2.32K
8.58K $734K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
604
+ 0.51%
$19.58 - $19.93 $11.8K - $12K
119K $2.37M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
398
+ 22.47%
$483.07 - $625.6 $192K - $249K
2.17K $1.14M
AGNC
Agnc Investment Corp.

Real Estate
5.74K
+ 5.8%
$8.12 - $9.49 $46.6K - $54.5K
105K $962K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
158
+ 3.1%
$68.11 - $69.33 $10.8K - $11K
5.25K $363K
IR
Ingersoll Rand Inc.

Industrials
59
+ 2.23%
$66.75 - $84.94 $3.94K - $5.01K
2.7K $224K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
708
+ 5.67%
$16.99 - $17.74 $12K - $12.6K
13.2K $232K
XYLD
Global X Fds S&P 500 Covered C

ETFs
571
+ 3.13%
$35.62 - $39.64 $20.3K - $22.6K
18.8K $732K
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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