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
AEM
Agnico Eagle Mines LTD

Basic Materials
1.12K
+ 5.66%
$99.48 - $124.46 $111K - $139K
20.9K $2.48M
FSS
Federal Signal Corp

Industrials
3.18K
New
$69.23 - $106.42 $220K - $338K
3.18K $338K
JLL
Jones Lang Lasalle Inc

Real Estate
1.23K
+ 41.91%
$204.57 - $256.96 $252K - $316K
4.17K $1.07M
FUL
Fuller H B CO

Basic Materials
4.63K
+ 35.51%
$48.43 - $61.99 $224K - $287K
17.7K $1.06M
SNA
Snap On Inc

Industrials
5.39K
+ 10.34%
$292.36 - $342.2 $1.58M - $1.85M
57.5K $17.9M
AVA
Avista Corp

Utilities
9.54K
+ 112.84%
$36.94 - $42.43 $353K - $405K
18K $683K
CHRD
Oasis Petroleum Inc.

Energy
3.87K
+ 130.92%
$82.03 - $113.54 $318K - $440K
6.83K $661K
DOCU
Docusign, Inc.

Technology
4.38K
+ 105.95%
$70.35 - $93.84 $308K - $411K
8.51K $662K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.67K
New
N/A
5.67K $326K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.32K
+ 12.72%
$52.8 - $63.87 $175K - $212K
29.4K $1.88M
SLG
Sl Green Realty Corp

Real Estate
4.8K
+ 123.37%
$47.9 - $65.94 $230K - $316K
8.69K $537K
FTNT
Fortinet, Inc.

Technology
1.15K
+ 5.71%
$84.71 - $108.69 $97.2K - $125K
21.2K $2.25M
MSTR
Microstrategy Inc

Technology
764
New
$237.95 - $421.61 $182K - $322K
764 $308K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
15.3K
+ 62.6%
$20.01 - $20.15 $306K - $308K
39.7K $798K
NPO
Enpro Industries, Inc

Industrials
1.17K
+ 41.94%
$137.27 - $193.1 $160K - $226K
3.95K $757K
HLNE
Hamilton Lane Inc

Financial Services
2.23K
+ 116.74%
$126.65 - $175.49 $283K - $392K
4.14K $588K
USMC
Principal ETF U S Mega Cap

ETFs
4.83K
New
$50.94 - $62.56 $246K - $302K
4.83K $302K
ITA
Ishares Tr

ETFs
952
+ 27.55%
$135.31 - $188.64 $129K - $180K
4.41K $831K
OTTR
Otter Tail Corp

Utilities
3.91K
New
$74.62 - $81.76 $292K - $320K
3.91K $301K
PINS
Pinterest, Inc.

Communication Services
6.68K
+ 56.51%
$24.21 - $35.95 $162K - $240K
18.5K $663K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
14.7K
+ 169.0%
$21.4 - $26.31 $314K - $386K
23.4K $507K
NBTB
Nbt Bancorp Inc

Financial Services
7.08K
New
$38.62 - $44.8 $273K - $317K
7.08K $294K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
11.3K
New
N/A
11.3K $288K
FQAL
Fidelity Covington Tr Quality

ETFs
2.49K
+ 11.94%
$57.29 - $69.63 $143K - $173K
23.3K $1.62M
LEN
Lennar Corp

Consumer Cyclical
2.79K
+ 48.96%
$102.76 - $115.66 $287K - $323K
8.5K $939K
UNF
Unifirst Corp

Industrials
1.31K
+ 51.86%
$161.86 - $189.64 $212K - $249K
3.84K $722K
AWR
American States Water CO

Utilities
3.68K
New
$75.1 - $81.3 $276K - $299K
3.68K $281K
UTL
Unitil Corp

Utilities
5.38K
New
$51.68 - $59.77 $278K - $322K
5.38K $280K
JJSF
J&J Snack Foods Corp

Consumer Defensive
2.44K
New
$111.46 - $136.93 $272K - $335K
2.44K $277K
USNA
Usana Health Sciences Inc

Consumer Defensive
8.98K
New
$23.43 - $31.13 $210K - $279K
8.98K $274K
BMO
Bank Of Montreal

Financial Services
87
+ 0.5%
$87.54 - $110.63 $7.62K - $9.62K
17.5K $1.93M
STX
Seagate Technology Holdings PLC

Technology
1.88K
New
$66.54 - $144.33 $125K - $271K
1.88K $271K
MSI
Motorola Solutions, Inc.

Technology
1.16K
+ 9.29%
$394.72 - $440.39 $456K - $509K
13.6K $5.71M
ITRI
Itron, Inc.

Technology
2.05K
New
$92.04 - $132.78 $189K - $272K
2.05K $269K
HAS
Hasbro, Inc.

Consumer Cyclical
2.35K
+ 31.12%
$50.71 - $73.82 $119K - $174K
9.91K $731K
EEMA
Ishares Msci Emerging Markets

ETFs
884
+ 4.04%
$64.59 - $83.0 $57.1K - $73.4K
22.7K $1.88M
NWBI
Northwest Bancshares, Inc.

Financial Services
20K
New
$10.9 - $12.84 $218K - $257K
20K $255K
RCII
Rent A Center Inc De

Industrials
9.54K
New
N/A
9.54K $254K
IFRA
Ishares Tr

ETFs
5.15K
New
$40.97 - $49.19 $211K - $253K
5.15K $253K
ZM
Zoom Video Communications, Inc.

Technology
3.22K
New
$66.7 - $84.62 $215K - $272K
3.22K $251K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.3K
+ 123.9%
$22.18 - $23.36 $251K - $264K
20.4K $457K
DVAX
Dynavax Technologies Corp

Healthcare
28.8K
+ 214.21%
$9.4 - $12.87 $271K - $371K
42.3K $419K
GTLB
Gitlab Inc.

Technology
5.44K
New
$40.52 - $53.43 $221K - $291K
5.44K $245K
KMB
Kimberly Clark Corp

Consumer Defensive
3.32K
+ 23.63%
$126.84 - $145.22 $421K - $482K
17.4K $2.24M
NU
Nu Holdings Ltd.

Financial Services
10.6K
+ 39.38%
$9.6 - $13.72 $102K - $146K
37.5K $515K
IOO
Ishares Tr Global 100 ETF

ETFs
1.09K
+ 10.35%
$84.95 - $107.81 $92.2K - $117K
11.6K $1.25M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.33K
+ 67.81%
$101.69 - $139.02 $135K - $185K
3.29K $457K
STRL
Sterling Construction CO Inc

Industrials
70
+ 3.75%
$104.96 - $231.51 $7.35K - $16.2K
1.94K $446K
MKL
Markel Corp

Financial Services
117
New
$1678.5 - $1997.36 $196K - $234K
117 $233K
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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