Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
-1.24K
- 8.21%
$150.71 - $178.14 $187K - $221K
13.8K $2.47M
PIPR
Piper Sandler Companies

Financial Services
-217
- 6.67%
$284.8 - $369.4 $61.8K - $80.2K
3.04K $1.05M
LUMN
Lumen Technologies, Inc.

Communication Services
-10.5K
- 8.22%
$3.7 - $6.22 $38.9K - $65.4K
117K $717K
PH
Parker Hannifin Corp

Industrials
-949
- 6.45%
$697.13 - $769.67 $662K - $730K
13.8K $10.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7.72K
- 13.75%
$89.32 - $107.82 $689K - $832K
48.4K $5.22M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-304
- 7.36%
$104.99 - $166.52 $31.9K - $50.6K
3.83K $628K
ALLE
Allegion PLC

Industrials
-625
- 7.51%
$145.55 - $179.33 $91K - $112K
7.69K $1.36M
GM
General Motors CO

Consumer Cyclical
-539
- 3.16%
$48.89 - $61.24 $26.4K - $33K
16.5K $1.01M
MTRN
Materion Corp

Basic Materials
-224
- 4.57%
$80.72 - $122.12 $18.1K - $27.4K
4.68K $564K
GNTX
Gentex Corp

Consumer Cyclical
-894
- 2.79%
$22.66 - $29.06 $20.3K - $26K
31.2K $882K
IQV
Iqvia Holdings Inc.

Healthcare
-105
- 1.7%
$157.68 - $200.82 $16.6K - $21.1K
6.08K $1.16M
SPG
Simon Property Group Inc

Real Estate
-122
- 1.58%
$159.93 - $187.67 $19.5K - $22.9K
7.61K $1.43M
VV
Vanguard Large Cap ETF

ETFs
-1.56K
- 5.29%
$285.05 - $309.14 $444K - $482K
27.9K $8.6M
HPQ
Hp Inc

Technology
-722
- 0.97%
$24.45 - $29.35 $17.7K - $21.2K
73.5K $2M
NOC
Northrop Grumman Corp

Industrials
-385
- 10.0%
$498.9 - $609.32 $192K - $235K
3.46K $2.11M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.23K
- 3.92%
$79.24 - $89.03 $97.4K - $109K
30.1K $2.68M
PRIM
Primoris Services Corp

Industrials
-215
- 5.62%
$79.61 - $137.33 $17.1K - $29.5K
3.61K $496K
IWL
Ishares Tr Russell 200 ETF

ETFs
-3.62K
- 5.84%
$152.78 - $166.59 $553K - $603K
58.4K $9.7M
QCOM
Qualcomm Inc

Technology
-1.59K
- 2.38%
$145.84 - $173.55 $232K - $277K
65.4K $10.9M
AEIS
Advanced Energy Industries Inc

Industrials
-607
- 7.18%
$133.59 - $176.59 $81.1K - $107K
7.85K $1.34M
PFE
Pfizer Inc

Healthcare
-3.44K
- 1.39%
$23.29 - $25.88 $80.1K - $89.1K
243K $6.2M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-649
- 5.48%
$105.93 - $131.8 $68.7K - $85.5K
11.2K $1.47M
AYI
Acuity Brands Inc

Industrials
-105
- 1.86%
$287.07 - $344.52 $30.1K - $36.2K
5.53K $1.9M
APPF
Appfolio Inc

Technology
-88
- 1.56%
$229.81 - $321.25 $20.2K - $28.3K
5.55K $1.53M
KLAC
Kla Corp

Technology
-997
- 13.92%
$843.9 - $1078.6 $841K - $1.08M
6.17K $6.65M
PII
Polaris Inc.

Consumer Cyclical
-76
- 0.55%
$44.87 - $59.95 $3.41K - $4.56K
13.6K $792K
CBRE
Cbre Group, Inc.

Real Estate
-2.1K
- 6.45%
$137.04 - $165.9 $288K - $348K
30.4K $4.79M
MPC
Marathon Petroleum Corp

Energy
-2.77K
- 9.5%
$158.59 - $198.69 $439K - $550K
26.4K $5.08M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.21K
- 4.3%
$42.74 - $62.88 $51.7K - $76K
26.9K $1.55M
SHC
Sotera Health CO

Healthcare
-2.04K
- 3.1%
$11.01 - $16.5 $22.5K - $33.7K
63.9K $1.01M
ALL
Allstate Corp

Financial Services
-2.01K
- 3.8%
$192.0 - $214.65 $386K - $431K
50.8K $10.9M
MCK
Mckesson Corp

Healthcare
-63
- 0.76%
$659.01 - $772.54 $41.5K - $48.7K
8.19K $6.32M
IDEV
Ishares Core Msci Intl Develop

ETFs
-18.2K
- 4.32%
$74.68 - $80.26 $1.36M - $1.46M
403K $32.3M
ASML
Asml Holding Nv

Technology
-487
- 10.76%
$689.63 - $968.09 $336K - $471K
4.04K $3.91M
DELL
Dell Technologies Inc.

Technology
-73
- 0.47%
$120.96 - $141.77 $8.83K - $10.3K
15.4K $2.18M
SE
Sea LTD

Consumer Cyclical
-687
- 3.15%
$146.23 - $196.5 $100K - $135K
21.1K $3.78M
MSI
Motorola Solutions, Inc.

Technology
-468
- 3.44%
$408.73 - $490.3 $191K - $229K
13.1K $6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-297
- 0.01%
$50.85 - $51.35 $15.1K - $15.3K
2.2M $112M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-129
- 1.35%
$362.31 - $405.74 $46.7K - $52.3K
9.44K $3.8M
PSTG
Pure Storage, Inc.

Technology
-1.28K
- 8.22%
$54.47 - $88.29 $69.4K - $113K
14.2K $1.19M
CGNX
Cognex Corp

Technology
-1.14K
- 4.39%
$31.85 - $46.54 $36.2K - $53K
24.8K $1.12M
MLM
Martin Marietta Materials Inc

Basic Materials
-55
- 1.33%
$546.36 - $631.12 $30K - $34.7K
4.09K $2.58M
PHM
Pultegroup Inc

Consumer Cyclical
-16
- 0.14%
$108.0 - $141.42 $1.73K - $2.26K
11.6K $1.54M
RTX
Raytheon Technologies Corp

Industrials
-5.54K
- 9.42%
$144.19 - $167.33 $799K - $927K
53.2K $8.91M
BMO
Bank Of Montreal

Financial Services
-74
- 0.42%
$110.44 - $130.66 $8.17K - $9.67K
17.4K $2.27M
SCHW
Schwab Charles Corp

Financial Services
-980
- 0.96%
$91.03 - $98.69 $89.2K - $96.7K
101K $9.62M
BK
Bank Of New York Mellon Corp

Financial Services
-2.26K
- 6.8%
$90.65 - $109.75 $205K - $248K
31K $3.37M
C
Citigroup Inc

Financial Services
-5.91K
- 10.18%
$85.57 - $103.49 $506K - $612K
52.1K $5.29M
GD
General Dynamics Corp

Industrials
-419
- 4.06%
$293.92 - $341.0 $123K - $143K
9.91K $3.38M
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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