Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.8 Billion distributed in 1443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.05B, Ishares Tr Russell 200 Growth with a value of $1.31B, Vanguard Index Fds S&P 500 ETF with a value of $1.12B, Vanguard Mid Cap ETF with a value of $781M, and Ishares Tr with a value of $768M.

Examining the 13F form we can see an decrease of $574M in the current position value, from $24.4B to 23.8B.

Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA

Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $23.8 Billion
ETFs: $20 Billion
Technology: $1.24 Billion
Financial Services: $507 Million
Consumer Cyclical: $394 Million
Healthcare: $388 Million
Communication Services: $364 Million
Industrials: $334 Million
Consumer Defensive: $188 Million
Other: $389 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.3B
$17.3 Million 0.07% of portfolio
654,153
Q3 2025 Added 6.17%
$222B
$15.7 Million 0.07% of portfolio
32,430
Q3 2025 Reduced 5.55%
$170B
$17.3 Million 0.07% of portfolio
119,498
Q3 2025 Reduced 4.21%
$12.6B
$13.2 Million 0.06% of portfolio
1,610,671
Q3 2025 Added 5.72%
$183B
$14.3 Million 0.06% of portfolio
50,695
Q3 2025 Reduced 5.12%
$191B
$14.8 Million 0.06% of portfolio
2,736
Q3 2025 Added 0.81%
$306B
$15.3 Million 0.06% of portfolio
230,476
Q3 2025 Reduced 13.64%
$113B
$15.3 Million 0.06% of portfolio
161,807
Q3 2025 Added 4.13%
$57.4B
$13.5 Million 0.06% of portfolio
21,095
Q3 2025 Reduced 6.01%
$128B
$13.6 Million 0.06% of portfolio
142,796
Q3 2025 Reduced 16.09%
$61.4B
$14.8 Million 0.06% of portfolio
72,801
Q3 2025 Reduced 2.17%
$204B
$13.9 Million 0.06% of portfolio
98,730
Q3 2025 Added 2.89%
$181B
$15.4 Million 0.06% of portfolio
157,231
Q3 2025 Reduced 21.12%
$33.9B
$13.5 Million 0.06% of portfolio
53,504
Q3 2025 Reduced 4.88%
$57.9B
$10.9 Million 0.05% of portfolio
50,838
Q3 2025 Reduced 3.8%
$7.23B
$12.3 Million 0.05% of portfolio
194,740
Q3 2025 Added 168.31%
$156B
$11.1 Million 0.05% of portfolio
100,108
Q3 2025 Added 90.14%
$132B
$10.8 Million 0.05% of portfolio
51,381
Q3 2025 Reduced 10.6%
$61.6B
$10.9 Million 0.05% of portfolio
383,958
Q3 2025 Reduced 28.2%
$55.4B
$11.1 Million 0.05% of portfolio
36,196
Q3 2025 Reduced 21.83%
$187B
$10.9 Million 0.05% of portfolio
65,357
Q3 2025 Reduced 2.38%
$66.3B
$11.1 Million 0.05% of portfolio
48,204
Q3 2025 Reduced 11.31%
$1.46T
$12.7 Million 0.05% of portfolio
45,649
Q3 2025 Reduced 4.0%
$84B
$10.2 Million 0.04% of portfolio
53,267
Q3 2025 Reduced 1.98%
$163B
$9.6 Million 0.04% of portfolio
13,362
Q3 2025 Reduced 17.95%
$40.3B
$10.1 Million 0.04% of portfolio
29,800
Q3 2025 New
$120B
$9.08 Million 0.04% of portfolio
288,930
Q3 2025 Reduced 16.25%
$27.7B
$10.3 Million 0.04% of portfolio
122,408
Q3 2025 Reduced 10.49%
$78.2B
$9.08 Million 0.04% of portfolio
28,089
Q3 2025 Added 3.33%
$17.6B
$9.92 Million 0.04% of portfolio
130,490
Q3 2025 Added 2.57%
$265B
$8.37 Million 0.04% of portfolio
10,508
Q3 2025 Reduced 17.59%
$26.1B
$10.2 Million 0.04% of portfolio
53,982
Q3 2025 Reduced 5.1%
$268B
$10.7 Million 0.04% of portfolio
63,814
Q3 2025 Added 9.94%
$76.2B
$10.4 Million 0.04% of portfolio
165,694
Q3 2025 Reduced 9.16%
$107B
$10.4 Million 0.04% of portfolio
13,772
Q3 2025 Reduced 6.45%
$258B
$8.91 Million 0.04% of portfolio
53,241
Q3 2025 Reduced 9.42%
$167B
$9.62 Million 0.04% of portfolio
100,795
Q3 2025 Reduced 0.96%
$97.3B
$9.77 Million 0.04% of portfolio
115,488
Q3 2025 Reduced 3.08%
$59.7B
$10.4 Million 0.04% of portfolio
21,176
Q3 2025 Reduced 2.72%
$31.1B
$9.4 Million 0.04% of portfolio
97,418
Q3 2025 Added 11.53%
$14.8B
$9.39 Million 0.04% of portfolio
45,943
Q3 2025 Added 41.25%
$172B
$10.2 Million 0.04% of portfolio
232,285
Q3 2025 Reduced 3.91%
$85.9B
$10.4 Million 0.04% of portfolio
47,173
Q3 2025 Reduced 7.35%
$317B
$10.6 Million 0.04% of portfolio
126,043
Q3 2025 Added 74.06%
$47B
$7.06 Million 0.03% of portfolio
14,379
Q3 2025 Reduced 19.05%
$181B
$7.73 Million 0.03% of portfolio
273,558
Q3 2025 Reduced 19.88%
$147B
$6.51 Million 0.03% of portfolio
66,686
Q3 2025 Added 1.11%
$86.4B
$6.12 Million 0.03% of portfolio
17,412
Q3 2025 Reduced 22.7%
$77.2B
$7.01 Million 0.03% of portfolio
32,961
Q3 2025 Reduced 9.0%

Summary

  • Portfolio
  • No. of Stocks 1,443
  • Current Value $23.8 Billion
  • Prior Value $24.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 415 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 942 stocks
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