Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
-51.9K
- 11.66%
$91.62 - $116.16 $4.76M - $6.03M
394K $45.7M
AWI
Armstrong World Industries Inc

Industrials
-87
- 1.67%
$126.1 - $163.12 $11K - $14.2K
5.14K $834K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
-11K
- 12.84%
$28.26 - $37.83 $310K - $415K
74.5K $2.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
-167
- 4.41%
$216.28 - $284.39 $36.1K - $47.5K
3.62K $1.03M
SRE
Sempra Energy

Utilities
-120
- 0.47%
$63.78 - $78.91 $7.65K - $9.47K
25.6K $1.94M
ALLE
Allegion PLC

Industrials
-74
- 0.88%
$118.52 - $145.64 $8.77K - $10.8K
8.32K $1.2M
TFC
Truist Financial Corp

Financial Services
-1.15K
- 1.37%
$34.79 - $42.99 $40.1K - $49.6K
82.7K $3.56M
GWRE
Guidewire Software, Inc.

Technology
-716
- 12.6%
$172.73 - $257.37 $124K - $184K
4.97K $1.17M
DXCM
Dexcom Inc

Healthcare
-1.51K
- 12.02%
$59.83 - $87.57 $90.3K - $132K
11.1K $964K
IWV
Ishares Russell 3000 ETF

ETFs
-410
- 5.37%
$281.67 - $351.0 $115K - $144K
7.22K $2.54M
ON
On Semiconductor Corp

Technology
-574
- 4.5%
$31.95 - $54.21 $18.3K - $31.1K
12.2K $637K
CDNS
Cadence Design Systems Inc

Technology
-4.28K
- 15.97%
$231.64 - $323.08 $992K - $1.38M
22.5K $6.94M
RACE
Ferrari N.V.

Consumer Cyclical
-314
- 7.02%
$397.86 - $499.02 $125K - $157K
4.16K $2.04M
WMT
Walmart Inc.

Consumer Defensive
-19K
- 9.54%
$81.79 - $99.98 $1.55M - $1.9M
180K $17.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12K
- 14.55%
$320.42 - $424.58 $3.83M - $5.08M
70.2K $29.8M
FLEX
Flex Ltd.

Technology
-3.86K
- 19.34%
$26.68 - $50.09 $103K - $193K
16.1K $803K
WFC
Wells Fargo & Company

Financial Services
-6.35K
- 8.06%
$60.98 - $80.12 $387K - $508K
72.4K $5.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-447
- 0.29%
$36.25 - $42.28 $16.2K - $18.9K
154K $6.53M
AFRM
Affirm Holdings, Inc.

Technology
-1.99K
- 16.38%
$35.75 - $69.14 $71.2K - $138K
10.2K $702K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-513
- 3.48%
$54.6 - $70.83 $28K - $36.3K
14.2K $1.01M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-165
- 2.15%
$160.22 - $209.35 $26.4K - $34.5K
7.5K $1.57M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-194
- 0.49%
$55.86 - $68.61 $10.8K - $13.3K
39K $2.68M
KLAC
Kla Corp

Technology
-1.95K
- 21.43%
$576.53 - $902.94 $1.13M - $1.76M
7.16K $6.42M
HEI
Heico Corp

Industrials
-345
- 6.17%
$236.44 - $328.0 $81.6K - $113K
5.24K $1.72M
MNST
Monster Beverage Corp

Consumer Defensive
-543
- 0.84%
$55.01 - $64.24 $29.9K - $34.9K
64.1K $4.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.23K
- 6.72%
$45.98 - $56.15 $333K - $406K
100K $5.64M
AXP
American Express CO

Financial Services
-844
- 8.24%
$231.39 - $318.98 $195K - $269K
9.39K $3M
CARR
Carrier Global Corp

Industrials
-4.78K
- 7.88%
$55.55 - $75.83 $265K - $362K
55.8K $4.08M
DFIV
Dimensional ETF Tr

ETFs
-2.43K
- 2.35%
$34.67 - $43.21 $84.3K - $105K
101K $4.33M
MOS
Mosaic CO

Basic Materials
-22.9K
- 19.75%
$22.76 - $36.95 $522K - $847K
93.2K $3.4M
HBAN
Huntington Bancshares Inc

Financial Services
-173
- 0.11%
$12.49 - $16.76 $2.16K - $2.9K
162K $2.72M
TTWO
Take Two Interactive Software Inc

Communication Services
-26
- 0.31%
$194.58 - $243.05 $5.06K - $6.32K
8.24K $2M
ASML
Asml Holding Nv

Technology
-507
- 10.08%
$595.37 - $815.24 $302K - $413K
4.52K $3.63M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-27.5K
- 9.17%
$108.06 - $135.3 $2.97M - $3.71M
272K $36.8M
USB
Us Bancorp \De\

Financial Services
-6.35K
- 3.2%
$36.4 - $45.76 $231K - $291K
192K $8.7M
GS
Goldman Sachs Group Inc

Financial Services
-3.17K
- 19.9%
$462.22 - $707.75 $1.46M - $2.24M
12.8K $9.02M
BSX
Boston Scientific Corp

Healthcare
-901
- 1.35%
$89.7 - $107.41 $80.8K - $96.8K
66K $7.08M
SE
Sea LTD

Consumer Cyclical
-2.29K
- 9.5%
$105.57 - $170.4 $242K - $390K
21.8K $3.49M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-111
- 1.35%
$283.31 - $388.96 $31.4K - $43.2K
8.1K $3.04M
AMP
Ameriprise Financial Inc

Financial Services
-1.06K
- 5.61%
$422.19 - $533.73 $445K - $563K
17.8K $9.48M
MCHP
Microchip Technology Inc

Technology
-21.7K
- 24.87%
$35.34 - $71.6 $765K - $1.55M
65.4K $4.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-331
- 1.99%
$224.16 - $285.86 $74.2K - $94.6K
16.3K $4.65M
DELL
Dell Technologies Inc.

Technology
-519
- 3.25%
$71.63 - $125.98 $37.2K - $65.4K
15.4K $1.89M
MPWR
Monolithic Power Systems Inc

Technology
-523
- 9.59%
$455.19 - $737.73 $238K - $386K
4.93K $3.61M
SAP
Sap Se

Technology
-394
- 2.43%
$237.53 - $309.8 $93.6K - $122K
15.8K $4.81M
HON
Honeywell International Inc

Industrials
-3.52K
- 5.77%
$182.86 - $232.88 $644K - $820K
57.5K $13.4M
SNOW
Snowflake Inc.

Technology
-648
- 8.08%
$130.53 - $223.77 $84.6K - $145K
7.37K $1.65M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.27K
- 0.96%
$29.41 - $37.21 $37.2K - $47.1K
130K $4.84M
VST
Vistra Corp.

Utilities
-164
- 2.35%
$98.07 - $195.04 $16.1K - $32K
6.81K $1.32M
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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