Envestnet Portfolio Solutions, Inc. Incresed Positions in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3.53K
+ 116.71%
$47.34 - $67.22 $167K - $237K
6.55K $337K
DORM
Dorman Products, Inc.

Consumer Cyclical
1.04K
+ 28.26%
$108.29 - $132.03 $112K - $137K
4.71K $577K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
143
+ 23.25%
$328.01 - $475.68 $46.9K - $68K
758 $354K
GLW
Corning Inc

Technology
214
+ 1.3%
$39.07 - $52.59 $8.36K - $11.3K
16.6K $874K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
519
+ 9.25%
$120.49 - $141.16 $62.5K - $73.3K
6.13K $847K
NBIX
Neurocrine Biosciences Inc

Healthcare
645
+ 24.54%
$87.54 - $128.18 $56.5K - $82.7K
3.27K $411K
DHR
Danaher Corp

Healthcare
3.44K
+ 4.55%
$174.64 - $205.16 $600K - $705K
78.9K $15.6M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.49K
+ 42.22%
$60.29 - $71.77 $89.7K - $107K
5.01K $351K
FNF
Fidelity National Financial, Inc.

Financial Services
2.98K
+ 46.27%
$53.62 - $66.59 $160K - $198K
9.4K $527K
IGM
Ishares Expanded Tech Sector E

ETFs
338
+ 10.68%
$79.8 - $112.34 $27K - $38K
3.5K $393K
ACM
Aecom

Industrials
37
+ 0.76%
$87.19 - $113.06 $3.23K - $4.18K
4.88K $551K
IJS
Ishares S&P Smallcap 600 Value

ETFs
729
+ 4.92%
$83.54 - $100.04 $60.9K - $72.9K
15.6K $1.55M
O
Realty Income Corp

Real Estate
2.16K
+ 3.92%
$52.27 - $58.52 $113K - $126K
57.3K $3.3M
GL
Globe Life Inc.

Financial Services
1.96K
+ 9.93%
$113.29 - $133.09 $222K - $261K
21.7K $2.7M
TRP
Tc Energy Corp

Energy
443
+ 1.0%
$44.48 - $51.4 $19.7K - $22.8K
44.9K $2.19M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
944
+ 24.21%
$58.52 - $71.7 $55.2K - $67.7K
4.84K $332K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.19K
+ 16.43%
$18.11 - $18.97 $93.9K - $98.4K
36.8K $692K
SWKS
Skyworks Solutions, Inc.

Technology
475
+ 8.49%
$49.2 - $74.95 $23.4K - $35.6K
6.07K $452K
WDAY
Workday, Inc.

Technology
16
+ 0.12%
$210.47 - $274.71 $3.37K - $4.4K
13.4K $3.21M
KWR
Quaker Chemical Corp

Basic Materials
979
+ 58.59%
$97.26 - $124.36 $95.2K - $122K
2.65K $296K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
1.34K
+ 45.05%
$78.57 - $89.09 $105K - $119K
4.31K $344K
SPSC
Sps Commerce Inc

Technology
560
+ 14.79%
$121.61 - $152.67 $68.1K - $85.5K
4.35K $591K
ALGN
Align Technology Inc

Healthcare
102
+ 4.49%
$144.32 - $190.42 $14.7K - $19.4K
2.37K $449K
SBAC
Sba Communications Corp

Real Estate
192
+ 6.48%
$208.57 - $243.4 $40K - $46.7K
3.16K $741K
FSLR
First Solar, Inc.

Technology
111
+ 6.29%
$120.38 - $192.98 $13.4K - $21.4K
1.88K $310K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.35K
+ 5.61%
$17.76 - $22.1 $23.9K - $29.7K
25.3K $559K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
4.18K
+ 34.45%
$20.19 - $23.59 $84.3K - $98.5K
16.3K $359K
ODFL
Old Dominion Freight Line, Inc.

Industrials
563
+ 15.4%
$146.74 - $176.07 $82.6K - $99.1K
4.22K $684K
KEY
Keycorp

Financial Services
3.03K
+ 16.53%
$13.23 - $17.42 $40K - $52.7K
21.3K $371K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.52K
+ 18.47%
$50.34 - $51.86 $76.7K - $79K
9.78K $502K
XRAY
Dentsply Sirona Inc.

Healthcare
4.17K
+ 36.87%
$12.55 - $16.75 $52.3K - $69.8K
15.5K $245K
MET
Metlife Inc

Financial Services
858
+ 3.2%
$68.42 - $82.49 $58.7K - $70.8K
27.7K $2.22M
STT
State Street Corp

Financial Services
47
+ 1.2%
$75.33 - $106.34 $3.54K - $5K
3.96K $421K
FAST
Fastenal CO

Industrials
14.9K
+ 94.92%
$40.65 - $83.16 $607K - $1.24M
30.7K $1.29M
CG
Carlyle Group Inc.

Financial Services
228
+ 3.17%
$34.78 - $51.4 $7.93K - $11.7K
7.42K $381K
FRPT
Freshpet, Inc.

Consumer Defensive
2.45K
+ 37.52%
$67.88 - $89.64 $166K - $220K
8.98K $610K
FNDX
Schwab Fundamental U S Large C

ETFs
2.04K
+ 11.22%
$20.84 - $24.54 $42.4K - $49.9K
20.2K $495K
QLYS
Qualys, Inc.

Technology
177
+ 7.56%
$115.21 - $142.87 $20.4K - $25.3K
2.52K $359K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
450
+ 4.7%
$19.5 - $30.4 $8.78K - $13.7K
10K $293K
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
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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