Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $24.4 Billion distributed in 1516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $1.88B, Ishares Core S&P 500 ETF with a value of $1.88B, Ishares Tr Russell 200 Growth with a value of $1.24B, Vanguard Index Fds S&P 500 ETF with a value of $1.03B, and Ishares Tr with a value of $735M.

Examining the 13F form we can see an increase of $692M in the current position value, from $23.7B to 24.4B.

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 $24.4 Billion
ETFs: $20.5 Billion
Technology: $1.13 Billion
Financial Services: $532 Million
Consumer Cyclical: $388 Million
Healthcare: $386 Million
Industrials: $357 Million
Communication Services: $350 Million
Consumer Defensive: $217 Million
Other: $423 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.84B
$8.83 Million 0.04% of portfolio
839,810
Q2 2025 Added 54.5%
$57.4B
$10.6 Million 0.04% of portfolio
52,846
Q2 2025 Added 12.18%
$52.3B
$9.48 Million 0.04% of portfolio
17,762
Q2 2025 Reduced 5.61%
$187B
$9.88 Million 0.04% of portfolio
341,455
Q2 2025 Reduced 19.24%
$85.8B
$10.6 Million 0.04% of portfolio
27,185
Q2 2025 Reduced 0.19%
$17.9B
$8.77 Million 0.04% of portfolio
127,222
Q2 2025 Added 3,162.94%
$0
$9.69 Million 0.04% of portfolio
211,838
Q2 2025 Added 1.72%
$0
$9.09 Million 0.04% of portfolio
226,589
Q2 2025 Reduced 3.46%
$265B
$9.02 Million 0.04% of portfolio
12,751
Q2 2025 Reduced 19.9%
$0
$9.64 Million 0.04% of portfolio
205,582
Q2 2025 Reduced 0.26%
$0
$10.2 Million 0.04% of portfolio
485,874
Q2 2025 Reduced 5.94%
$0
$8.88 Million 0.04% of portfolio
130,604
Q2 2025 Added 6.57%
$0
$8.73 Million 0.04% of portfolio
96,947
Q2 2025 Reduced 35.92%
$0
$9.21 Million 0.04% of portfolio
114,174
Q2 2025 Reduced 19.11%
$0
$8.97 Million 0.04% of portfolio
81,558
Q2 2025 Reduced 24.83%
$0
$8.74 Million 0.04% of portfolio
97,907
Q2 2025 New
$0
$10.2 Million 0.04% of portfolio
179,498
Q2 2025 Reduced 19.28%
$27.1B
$8.97 Million 0.04% of portfolio
56,885
Q2 2025 Added 30.28%
$110B
$8.89 Million 0.04% of portfolio
3,402
Q2 2025 Reduced 6.38%
$96.8B
$10.3 Million 0.04% of portfolio
14,721
Q2 2025 Added 2.44%
$45.6B
$9.95 Million 0.04% of portfolio
68,374
Q2 2025 Reduced 16.44%
$0
$9.48 Million 0.04% of portfolio
251,694
Q2 2025 Reduced 4.44%
$188B
$10.7 Million 0.04% of portfolio
66,951
Q2 2025 Reduced 5.91%
$248B
$8.58 Million 0.04% of portfolio
58,780
Q2 2025 Reduced 9.64%
$157B
$9.15 Million 0.04% of portfolio
17,347
Q2 2025 Reduced 9.88%
$240B
$9.12 Million 0.04% of portfolio
33,436
Q2 2025 Reduced 17.9%
$170B
$9.29 Million 0.04% of portfolio
101,775
Q2 2025 Reduced 27.82%
$0
$8.8 Million 0.04% of portfolio
369,435
Q2 2025 Reduced 25.5%
$0
$9.07 Million 0.04% of portfolio
342,213
Q2 2025 Reduced 3.39%
$0
$8.6 Million 0.04% of portfolio
164,211
Q2 2025 Reduced 47.8%
$0
$10.3 Million 0.04% of portfolio
352,815
Q2 2025 Reduced 7.5%
$93.3B
$10.9 Million 0.04% of portfolio
119,162
Q2 2025 Reduced 2.8%
$1.58T
$10.8 Million 0.04% of portfolio
47,551
Q2 2025 Reduced 15.6%
$24B
$9.38 Million 0.04% of portfolio
130,321
Q2 2025 Added 20.75%
$69.8B
$8.7 Million 0.04% of portfolio
192,360
Q2 2025 Reduced 3.2%
$0
$10.4 Million 0.04% of portfolio
129,708
Q2 2025 Reduced 9.65%
$0
$10.1 Million 0.04% of portfolio
15,206
Q2 2025 Added 54.06%
$174B
$10.5 Million 0.04% of portfolio
241,743
Q2 2025 Reduced 10.94%
$67.2B
$10.5 Million 0.04% of portfolio
67,448
Q2 2025 Added 64.06%
$26.8B
$6.23 Million 0.03% of portfolio
64,888
Q2 2025 Added 37.77%
$139B
$7.08 Million 0.03% of portfolio
65,956
Q2 2025 Reduced 1.35%
$96B
$6.94 Million 0.03% of portfolio
22,526
Q2 2025 Reduced 15.97%
$0
$8.17 Million 0.03% of portfolio
221,166
Q2 2025 Reduced 31.05%
$81.3B
$7.71 Million 0.03% of portfolio
36,222
Q2 2025 Added 290.24%
$21.2B
$6.95 Million 0.03% of portfolio
100,337
Q2 2025 Added 28.33%
$23B
$6.73 Million 0.03% of portfolio
30,864
Q2 2025 Reduced 12.33%
$0
$6.53 Million 0.03% of portfolio
154,479
Q2 2025 Reduced 0.29%
$204B
$6.93 Million 0.03% of portfolio
55,875
Q2 2025 Reduced 6.34%
$15.2B
$7.08 Million 0.03% of portfolio
164,968
Q2 2025 Added 5.59%

Summary

  • Portfolio
  • No. of Stocks 1,516
  • Current Value $24.4 Billion
  • Prior Value $23.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 142 stocks
  • Additional Purchases 520 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 848 stocks
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