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
$49.4B
$4.79 Million 0.02% of portfolio
30,430
Q3 2025 Reduced 6.45%
$53.8B
$4.1 Million 0.02% of portfolio
17,441
Q3 2025 Added 0.14%
$123B
$3.76 Million 0.02% of portfolio
13,324
Q3 2025 Reduced 8.57%
$190B
$5.29 Million 0.02% of portfolio
52,149
Q3 2025 Reduced 10.18%
$103B
$3.85 Million 0.02% of portfolio
51,089
Q3 2025 Reduced 18.42%
$21.3B
$5.45 Million 0.02% of portfolio
28,606
Q3 2025 Reduced 7.32%
$0
$4.56 Million 0.02% of portfolio
66,551
Q3 2025 Reduced 7.6%
$0
$4.84 Million 0.02% of portfolio
104,863
Q3 2025 Added 3.83%
$0
$5.21 Million 0.02% of portfolio
108,054
Q3 2025 Reduced 6.04%
$13.3B
$5.07 Million 0.02% of portfolio
135,544
Q3 2025 Reduced 17.84%
$96.7B
$4.34 Million 0.02% of portfolio
85,928
Q3 2025 Reduced 41.3%
$71.5B
$5.52 Million 0.02% of portfolio
7,053
Q3 2025 Added 0.73%
$68.9B
$4.98 Million 0.02% of portfolio
21,137
Q3 2025 Added 96.0%
$0
$4.12 Million 0.02% of portfolio
173,673
Q3 2025 Added 341.13%
$0
$3.97 Million 0.02% of portfolio
91,543
Q3 2025 Reduced 4.18%
$0
$5.77 Million 0.02% of portfolio
124,801
Q3 2025 Reduced 18.59%
$0
$5.84 Million 0.02% of portfolio
143,502
Q3 2025 Added 10.4%
$42.6B
$4.14 Million 0.02% of portfolio
31,014
Q3 2025 Reduced 8.85%
$136B
$4.58 Million 0.02% of portfolio
10,741
Q3 2025 Reduced 13.68%
$26.3B
$4.92 Million 0.02% of portfolio
26,317
Q3 2025 Added 99.61%
$84.9B
$4.71 Million 0.02% of portfolio
27,971
Q3 2025 Reduced 16.65%
$266B
$4.94 Million 0.02% of portfolio
17,508
Q3 2025 Reduced 9.33%
$0
$4.64 Million 0.02% of portfolio
31,829
Q3 2025 Reduced 45.58%
$0
$4.1 Million 0.02% of portfolio
93,327
Q3 2025 Reduced 74.46%
$0
$3.79 Million 0.02% of portfolio
79,260
Q3 2025 Reduced 1.74%
$0
$4.51 Million 0.02% of portfolio
55,556
Q3 2025 Reduced 51.34%
$0
$5.25 Million 0.02% of portfolio
16,399
Q3 2025 Added 0.77%
$0
$5.24 Million 0.02% of portfolio
121,056
Q3 2025 Added 7.68%
$0
$4.52 Million 0.02% of portfolio
56,750
Q3 2025 Added 10.54%
$0
$4.17 Million 0.02% of portfolio
43,442
Q3 2025 Added 1.14%
$0
$3.76 Million 0.02% of portfolio
26,488
Q3 2025 Added 12.2%
$0
$4.01 Million 0.02% of portfolio
69,801
Q3 2025 Reduced 18.81%
$0
$4.08 Million 0.02% of portfolio
64,834
Q3 2025 Reduced 7.23%
$81.8B
$5.51 Million 0.02% of portfolio
50,138
Q3 2025 Reduced 21.4%
$123B
$5.58 Million 0.02% of portfolio
11,175
Q3 2025 Reduced 4.71%
$140B
$4.8 Million 0.02% of portfolio
19,103
Q3 2025 Reduced 48.13%
$99.7B
$5.08 Million 0.02% of portfolio
26,364
Q3 2025 Reduced 9.5%
$6.59B
$5.48 Million 0.02% of portfolio
31,477
Q3 2025 Reduced 7.48%
$89.7B
$4.07 Million 0.02% of portfolio
20,193
Q3 2025 Reduced 7.05%
$73.7B
$3.79 Million 0.02% of portfolio
45,104
Q3 2025 Reduced 15.59%
$224B
$5 Million 0.02% of portfolio
16,447
Q3 2025 Reduced 2.44%
$29.5B
$4.02 Million 0.02% of portfolio
62,601
Q3 2025 Reduced 4.31%
$43.2B
$4.16 Million 0.02% of portfolio
4,520
Q3 2025 Reduced 8.34%
$37.6B
$4.13 Million 0.02% of portfolio
61,345
Q3 2025 Reduced 4.24%
$56.6B
$3.86 Million 0.02% of portfolio
53,077
Q3 2025 Added 0.07%
$0
$5.57 Million 0.02% of portfolio
88,456
Q3 2025 Reduced 54.08%
$0
$4.26 Million 0.02% of portfolio
181,614
Q3 2025 Added 26.71%
$6.2B
$5.22 Million 0.02% of portfolio
48,420
Q3 2025 Reduced 13.75%
$68.5B
$3.67 Million 0.02% of portfolio
26,997
Q3 2025 Reduced 31.65%

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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