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
$46.1B
$1.54 Million 0.01% of portfolio
16,901
Q3 2025 Reduced 37.94%
$73.7B
$2.85 Million 0.01% of portfolio
10,404
Q3 2025 Reduced 12.2%
$29.5B
$1.47 Million 0.01% of portfolio
2,267
Q3 2025 Reduced 19.84%
$75.4B
$2.11 Million 0.01% of portfolio
16,074
Q3 2025 Reduced 23.93%
$11.3B
$1.89 Million 0.01% of portfolio
14,862
Q3 2025 Reduced 9.34%
$64.7B
$2.51 Million 0.01% of portfolio
22,385
Q3 2025 Reduced 32.97%
$25.4B
$1.76 Million 0.01% of portfolio
6,879
Q3 2025 Added 17.35%
$44B
$2.43 Million 0.01% of portfolio
1,625
Q3 2025 Reduced 27.13%
$76.2B
$1.89 Million 0.01% of portfolio
3,904
Q3 2025 Reduced 6.13%
$29.2B
$2.7 Million 0.01% of portfolio
60,692
Q3 2025 Reduced 3.45%
$26.3B
$2.66 Million 0.01% of portfolio
58,086
Q3 2025 Added 15.05%
$64.9B
$1.48 Million 0.01% of portfolio
17,661
Q3 2025 Reduced 16.87%
$94.5B
$3.38 Million 0.01% of portfolio
9,907
Q3 2025 Reduced 4.06%
$10.6B
$1.34 Million 0.01% of portfolio
23,159
Q3 2025 Added 0.62%
$12.8B
$2.47 Million 0.01% of portfolio
17,310
Q3 2025 Reduced 20.37%
$20.3B
$1.22 Million 0.01% of portfolio
8,915
Q3 2025 Reduced 16.99%
$6.46B
$1.35 Million 0.01% of portfolio
7,416
Q3 2025 Reduced 10.51%
$72.9B
$1.22 Million 0.01% of portfolio
4,685
Q3 2025 Reduced 26.6%
$8.94B
$1.44 Million 0.01% of portfolio
7,027
Q3 2025 Reduced 16.48%
$84.4B
$2.99 Million 0.01% of portfolio
15,232
Q3 2025 Reduced 27.2%
$25.4B
$2 Million 0.01% of portfolio
73,537
Q3 2025 Reduced 0.97%
$22.7B
$2.34 Million 0.01% of portfolio
135,611
Q3 2025 Reduced 16.4%
$109B
$1.44 Million 0.01% of portfolio
47,733
Q3 2025 Reduced 5.74%
$74.9B
$2.81 Million 0.01% of portfolio
10,784
Q3 2025 Reduced 8.02%
$6B
$3.1 Million 0.01% of portfolio
45,113
Q3 2025 Reduced 17.65%
$22.8B
$1.36 Million 0.01% of portfolio
11,235
Q3 2025 Reduced 6.78%
$27.2B
$1.6 Million 0.01% of portfolio
7,366
Q3 2025 Reduced 11.4%
$8.84B
$1.47 Million 0.01% of portfolio
11,185
Q3 2025 Reduced 5.48%
$35.1B
$2.76 Million 0.01% of portfolio
22,158
Q3 2025 Added 27.53%
$103B
$2.06 Million 0.01% of portfolio
15,888
Q3 2025 Reduced 12.34%
$11.3B
$1.6 Million 0.01% of portfolio
13,035
Q3 2025 Reduced 6.17%
$8.81B
$1.56 Million 0.01% of portfolio
21,312
Q3 2025 Added 0.68%
$29.6B
$2.5 Million 0.01% of portfolio
7,517
Q3 2025 Reduced 7.24%
$11.4B
$1.35 Million 0.01% of portfolio
10,854
Q3 2025 Added 289.17%
$11.1B
$1.83 Million 0.01% of portfolio
8,952
Q3 2025 Reduced 1.25%
$37.2B
$2.58 Million 0.01% of portfolio
4,093
Q3 2025 Reduced 1.33%
$13.4B
$1.27 Million 0.01% of portfolio
18,014
Q3 2025 Reduced 5.53%
$62.7B
$2.01 Million 0.01% of portfolio
24,421
Q3 2025 Reduced 11.7%
$87.8B
$2.59 Million 0.01% of portfolio
5,442
Q3 2025 Reduced 20.39%
$8.99B
$2.43 Million 0.01% of portfolio
69,928
Q3 2025 Reduced 24.95%
$42.8B
$1.85 Million 0.01% of portfolio
20,957
Q3 2025 Reduced 16.98%
$69.1B
$1.28 Million 0.01% of portfolio
15,210
Q3 2025 Reduced 33.79%
$79.2B
$1.3 Million 0.01% of portfolio
18,603
Q3 2025 Reduced 76.18%
$86.7B
$2.11 Million 0.01% of portfolio
3,464
Q3 2025 Reduced 10.0%
$283B
$2.49 Million 0.01% of portfolio
19,381
Q3 2025 Reduced 1.09%
$109B
$2.3 Million 0.01% of portfolio
41,485
Q3 2025 Reduced 18.45%
$17.7B
$2.08 Million 0.01% of portfolio
21,073
Q3 2025 Reduced 7.1%
$13.7B
$1.34 Million 0.01% of portfolio
31,565
Q3 2025 Reduced 11.74%
$37B
$1.76 Million 0.01% of portfolio
19,279
Q3 2025 Added 15.19%

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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