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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$1.75 Million 0.01% of portfolio
16,795
Q3 2025 Reduced 0.9%
$34.1B
$2.46 Million 0.01% of portfolio
14,247
Q3 2025 Reduced 8.67%
$35.1B
$3.31 Million 0.01% of portfolio
54,399
Q3 2025 Reduced 5.11%
$74.3B
$1.23 Million 0.01% of portfolio
2,183
Q3 2025 Added 0.65%
$11.5B
$1.57 Million 0.01% of portfolio
6,167
Q3 2025 Reduced 6.33%
$13.8B
$1.76 Million 0.01% of portfolio
14,904
Q3 2025 Added 23.86%
$0
$1.85 Million 0.01% of portfolio
57,334
Q3 2025 Reduced 1.1%
$0
$2.06 Million 0.01% of portfolio
87,710
Q3 2025 Reduced 26.37%
$11B
$2.12 Million 0.01% of portfolio
24,949
Q3 2025 Reduced 1.63%
$0
$2.58 Million 0.01% of portfolio
21,763
Q3 2025 Reduced 65.22%
$0
$2.45 Million 0.01% of portfolio
28,138
Q3 2025 Reduced 3.12%
$0
$2.39 Million 0.01% of portfolio
26,780
Q3 2025 Added 168.47%
$0
$1.75 Million 0.01% of portfolio
12,601
Q3 2025 Reduced 51.56%
$28.9B
$1.73 Million 0.01% of portfolio
19,230
Q3 2025 Reduced 24.74%
$86.1B
$3.12 Million 0.01% of portfolio
9,016
Q3 2025 Reduced 22.12%
$59.8B
$1.43 Million 0.01% of portfolio
7,606
Q3 2025 Reduced 1.58%
$36B
$1.35 Million 0.01% of portfolio
46,910
Q3 2025 Reduced 22.55%
$0
$3.05 Million 0.01% of portfolio
5,120
Q3 2025 Added 0.75%
$0
$1.73 Million 0.01% of portfolio
75,069
Q3 2025 Added 20.7%
$0
$1.6 Million 0.01% of portfolio
20,376
Q3 2025 Reduced 4.99%
$0
$1.65 Million 0.01% of portfolio
69,005
Q3 2025 Reduced 7.34%
$0
$1.26 Million 0.01% of portfolio
27,649
Q3 2025 Reduced 7.22%
$0
$1.77 Million 0.01% of portfolio
19,503
Q3 2025 Reduced 29.87%
$0
$1.38 Million 0.01% of portfolio
47,910
Q3 2025 Reduced 17.62%
$0
$1.56 Million 0.01% of portfolio
11,165
Q3 2025 Reduced 12.79%
$0
$1.48 Million 0.01% of portfolio
14,723
Q3 2025 Reduced 90.15%
$123B
$3.55 Million 0.01% of portfolio
5,092
Q3 2025 Reduced 15.19%
$8.79B
$1.28 Million 0.01% of portfolio
11,720
Q3 2025 Reduced 9.78%
$0
$2.78 Million 0.01% of portfolio
96,890
Q3 2025 Added 23.36%
$25.8B
$1.94 Million 0.01% of portfolio
7,839
Q3 2025 Reduced 10.74%
$60.5B
$1.92 Million 0.01% of portfolio
45,887
Q3 2025 Reduced 18.16%
$37.9B
$1.38 Million 0.01% of portfolio
16,765
Q3 2025 Reduced 57.36%
$39.1B
$2.03 Million 0.01% of portfolio
7,846
Q3 2025 Reduced 4.74%
$55.9B
$2.28 Million 0.01% of portfolio
41,943
Q3 2025 Reduced 6.52%
$20.8B
$2.33 Million 0.01% of portfolio
11,478
Q3 2025 Reduced 27.33%
$5.3B
$1.38 Million 0.01% of portfolio
13,317
Q3 2025 Reduced 5.45%
$0
$2.81 Million 0.01% of portfolio
138,217
Q3 2025 Added 6.99%
$14.8B
$1.54 Million 0.01% of portfolio
11,124
Q3 2025 Added 0.42%
$67.3B
$2.29 Million 0.01% of portfolio
8,205
Q3 2025 Reduced 53.87%
$150B
$2.08 Million 0.01% of portfolio
35,055
Q3 2025 Reduced 58.34%
$68.7B
$2.8 Million 0.01% of portfolio
33,509
Q3 2025 Reduced 50.38%
$55.9B
$1.22 Million 0.01% of portfolio
1,276
Q3 2025 Reduced 17.2%
$21.2B
$1.49 Million 0.01% of portfolio
3,550
Q3 2025 Reduced 2.85%
$5.52B
$1.48 Million 0.01% of portfolio
10,284
Q3 2025 Reduced 7.74%
$15.4B
$1.5 Million 0.01% of portfolio
19,247
Q3 2025 Reduced 6.35%
$0
$1.53 Million 0.01% of portfolio
48,863
Q3 2025 Added 7.68%
$0
$1.74 Million 0.01% of portfolio
20,265
Q3 2025 Reduced 37.49%
$0
$1.49 Million 0.01% of portfolio
3,424
Q3 2025 Added 32.66%
$0
$1.28 Million 0.01% of portfolio
6,145
Q3 2025 Added 87.01%

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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