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
$121B
$4.54 Million 0.02% of portfolio
14,706
Q2 2025 Reduced 22.02%
$47.9B
$4.89 Million 0.02% of portfolio
127,646
Q2 2025 Added 265.98%
$17.3B
$5.29 Million 0.02% of portfolio
78,819
Q2 2025 Reduced 19.56%
$30.3B
$4.44 Million 0.02% of portfolio
77,531
Q2 2025 Added 4.78%
$134B
$5.21 Million 0.02% of portfolio
24,849
Q2 2025 Added 14.39%
$94.7B
$5.1 Million 0.02% of portfolio
110,108
Q2 2025 Reduced 37.16%
$0
$3.81 Million 0.02% of portfolio
93,705
Q2 2025 Reduced 61.48%
$50B
$4.08 Million 0.02% of portfolio
55,790
Q2 2025 Reduced 7.88%
$48.7B
$4.56 Million 0.02% of portfolio
32,529
Q2 2025 Reduced 8.1%
$21.8B
$5.48 Million 0.02% of portfolio
101,018
Q2 2025 Added 34.46%
$58.9B
$4.24 Million 0.02% of portfolio
17,416
Q2 2025 Added 323.75%
$1.14B
$5.64 Million 0.02% of portfolio
100,424
Q2 2025 Reduced 6.72%
$119B
$4.22 Million 0.02% of portfolio
14,573
Q2 2025 Reduced 7.53%
$187B
$4.94 Million 0.02% of portfolio
58,062
Q2 2025 Added 5.91%
$10.7B
$5.63 Million 0.02% of portfolio
114,772
Q2 2025 Reduced 10.01%
$45.4B
$4.08 Million 0.02% of portfolio
54,743
Q2 2025 Added 3.4%
$0
$4.59 Million 0.02% of portfolio
72,024
Q2 2025 Added 11.17%
$0
$4.33 Million 0.02% of portfolio
100,993
Q2 2025 Reduced 2.35%
$0
$5.52 Million 0.02% of portfolio
115,006
Q2 2025 Added 43.55%
$7.48B
$5.42 Million 0.02% of portfolio
72,581
Q2 2025 Reduced 3.54%
$64.8B
$3.99 Million 0.02% of portfolio
33,396
Q2 2025 Reduced 13.4%
$73.2B
$5.57 Million 0.02% of portfolio
7,002
Q2 2025 Reduced 3.7%
$42.8B
$4.08 Million 0.02% of portfolio
2,230
Q2 2025 Added 23.14%
$0
$4.76 Million 0.02% of portfolio
52,386
Q2 2025 Reduced 24.87%
$0
$4 Million 0.02% of portfolio
95,532
Q2 2025 Reduced 20.3%
$0
$4.13 Million 0.02% of portfolio
117,181
Q2 2025 Added 10.11%
$0
$5.98 Million 0.02% of portfolio
240,141
Q2 2025 Added 6.57%
$0
$5.57 Million 0.02% of portfolio
175,123
Q2 2025 Reduced 24.23%
$148B
$5.84 Million 0.02% of portfolio
52,651
Q2 2025 Reduced 24.57%
$0
$3.77 Million 0.02% of portfolio
37,656
Q2 2025 Reduced 2.98%
$0
$4.84 Million 0.02% of portfolio
129,989
Q2 2025 Reduced 0.96%
$42.3B
$4.32 Million 0.02% of portfolio
34,026
Q2 2025 Reduced 13.88%
$122B
$4.77 Million 0.02% of portfolio
12,443
Q2 2025 Reduced 12.86%
$79.6B
$3.89 Million 0.02% of portfolio
20,922
Q2 2025 Reduced 12.8%
$259B
$5.69 Million 0.02% of portfolio
19,310
Q2 2025 Added 8.6%
$0
$3.95 Million 0.02% of portfolio
55,166
Q2 2025 Added 133.22%
$0
$3.83 Million 0.02% of portfolio
80,666
Q2 2025 Reduced 69.4%
$0
$4.65 Million 0.02% of portfolio
16,274
Q2 2025 Reduced 1.99%
$0
$4.85 Million 0.02% of portfolio
112,427
Q2 2025 Added 195.46%
$0
$4.55 Million 0.02% of portfolio
38,170
Q2 2025 Reduced 43.22%
$0
$5.03 Million 0.02% of portfolio
132,500
Q2 2025 Reduced 91.57%
$0
$4.4 Million 0.02% of portfolio
162,094
Q2 2025 Reduced 22.34%
$0
$4.86 Million 0.02% of portfolio
73,358
Q2 2025 Reduced 45.09%
$0
$4.05 Million 0.02% of portfolio
51,338
Q2 2025 Reduced 26.34%
$0
$5.57 Million 0.02% of portfolio
91,456
Q2 2025 Reduced 7.46%
$0
$3.91 Million 0.02% of portfolio
42,952
Q2 2025 Reduced 22.49%
$0
$4.52 Million 0.02% of portfolio
97,679
Q2 2025 Added 50.04%
$0
$4.68 Million 0.02% of portfolio
85,969
Q2 2025 Added 6.0%
$0
$4.2 Million 0.02% of portfolio
69,889
Q2 2025 Reduced 24.78%

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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