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
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-24
- 0.23%
$96.73 - $137.09 $2.32K - $3.29K
10.3K $1.37M
NVT
N Vent Electric PLC

Industrials
-1.61K
- 7.1%
$72.16 - $100.25 $116K - $161K
21.1K $2.08M
NEE
Nextera Energy Inc

Utilities
-16.3K
- 5.99%
$69.77 - $77.54 $1.14M - $1.27M
256K $19.4M
UTHR
United Therapeutics Corp

Healthcare
-104
- 2.85%
$274.7 - $438.75 $28.6K - $45.6K
3.55K $1.49M
XEL
Xcel Energy Inc

Utilities
-1.23K
- 2.65%
$67.56 - $80.65 $83K - $99.1K
45.1K $3.64M
RING
Ishares Inc Msci Global Gold M

ETFs
-1.83K
- 6.14%
$42.96 - $64.71 $78.4K - $118K
27.9K $1.81M
MPWR
Monolithic Power Systems Inc

Technology
-411
- 8.34%
$711.24 - $922.81 $292K - $379K
4.52K $4.16M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.08K
- 1.37%
$64.12 - $78.46 $69.3K - $84.8K
77.7K $5.88M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-307
- 0.44%
$20.09 - $29.42 $6.17K - $9.03K
70.2K $2.03M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-25.4K
- 6.45%
$115.96 - $125.95 $2.94M - $3.2M
368K $46.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.5K
- 6.59%
$108.46 - $120.63 $2.87M - $3.19M
375K $44.6M
SHOP
Shopify Inc.

Technology
-4.4K
- 10.42%
$112.11 - $157.12 $493K - $691K
37.8K $5.62M
CAT
Caterpillar Inc

Industrials
-89
- 0.98%
$390.92 - $477.15 $34.8K - $42.5K
9.01K $4.3M
HOOD
Robinhood Markets, Inc.

Technology
-3.76K
- 12.76%
$91.27 - $143.18 $343K - $538K
25.7K $3.68M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.03K
- 0.85%
$192.76 - $203.86 $199K - $211K
120K $24.5M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-915
- 0.47%
$92.97 - $100.18 $85.1K - $91.7K
194K $19.3M
EMB
Ishares Tr

ETFs
-89
- 0.02%
$91.52 - $95.59 $8.15K - $8.51K
409K $39M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-59.3K
- 5.86%
$67.21 - $72.65 $3.99M - $4.31M
954K $69.2M
LDOS
Leidos Holdings, Inc.

Technology
-2.9K
- 5.1%
$159.2 - $188.96 $462K - $549K
54K $10.2M
JNJ
Johnson & Johnson

Healthcare
-10.4K
- 10.46%
$155.17 - $185.42 $1.62M - $1.94M
89.4K $16.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-10
- -0.0%
$92.26 - $97.51 $923 - $975
312K $30.1M
IDXX
Idexx Laboratories Inc

Healthcare
-1.35K
- 6.01%
$514.61 - $682.78 $694K - $921K
21.1K $13.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-33.3K
- 5.49%
$90.37 - $102.12 $3.01M - $3.4M
574K $57.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.9K
- 5.55%
$404.94 - $499.99 $771K - $952K
32.4K $15.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.25K
- 4.21%
$121.35 - $144.54 $637K - $758K
119K $17.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.9K
- 4.0%
$224.68 - $282.71 $427K - $538K
45.6K $12.7M
JPM
Jpmorgan Chase & CO

Financial Services
-11.2K
- 4.39%
$282.78 - $316.06 $3.17M - $3.54M
244K $77M
VTV
Vanguard Value ETF

ETFs
-15.6K
- 2.4%
$175.51 - $186.57 $2.73M - $2.9M
634K $118M
APP
App Lovin Corp

Technology
-2.92K
- 17.95%
$335.1 - $718.54 $980K - $2.1M
13.4K $9.6M
HD
Home Depot, Inc.

Consumer Cyclical
-1.42K
- 1.07%
$357.4 - $423.42 $506K - $600K
131K $53.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-24.1K
- 1.6%
$68.24 - $73.73 $1.64M - $1.78M
1.48M $109M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10.5K
- 2.21%
$236.25 - $257.69 $2.48M - $2.71M
464K $119M
ABBV
Abb Vie Inc.

Healthcare
-3.73K
- 2.88%
$184.85 - $231.54 $690K - $864K
126K $29.1M
MSFT
Microsoft Corp

Technology
-7.41K
- 1.57%
$491.09 - $535.64 $3.64M - $3.97M
466K $241M
VUG
Vanguard Growth ETF

ETFs
-22
- 0.01%
$433.97 - $484.08 $9.55K - $10.6K
182K $87.4M
VTI
Vanguard Total Stock Market Et

ETFs
-17.9K
- 3.09%
$303.93 - $329.86 $5.45M - $5.92M
562K $184M
GOOGL
Alphabet Inc.

Communication Services
-63.5K
- 14.71%
$174.36 - $254.72 $11.1M - $16.2M
369K $89.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-195K
- 5.21%
$108.97 - $121.65 $21.3M - $23.7M
3.55M $429M
IEFA
Ishares Tr

ETFs
-3.22K
- 0.04%
$81.7 - $87.53 $263K - $282K
8.8M $768M
AAPL
Apple Inc.

Technology
-14K
- 1.8%
$202.38 - $256.87 $2.83M - $3.59M
764K $195M
IWY
Ishares Tr Russell 200 Growth

ETFs
-234K
- 4.66%
$243.93 - $275.62 $57.1M - $64.5M
4.79M $1.31B
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email