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
$110B
$5.43 Million 0.02% of portfolio
11,727
Q2 2025 Reduced 46.02%
$85.4B
$4.84 Million 0.02% of portfolio
29,132
Q2 2025 Reduced 39.51%
$103B
$4.75 Million 0.02% of portfolio
21,725
Q2 2025 Reduced 11.26%
$63.1B
$4.14 Million 0.02% of portfolio
53,432
Q2 2025 Reduced 5.79%
$217B
$4.93 Million 0.02% of portfolio
16,858
Q2 2025 Reduced 44.17%
$102B
$6.04 Million 0.02% of portfolio
8,249
Q2 2025 Reduced 14.1%
$37.5B
$4.6 Million 0.02% of portfolio
65,422
Q2 2025 Reduced 24.87%
$31.7B
$4.01 Million 0.02% of portfolio
64,061
Q2 2025 Reduced 0.84%
$70.9B
$5.71 Million 0.02% of portfolio
13,592
Q2 2025 Added 9.29%
$52.9B
$3.95 Million 0.02% of portfolio
53,039
Q2 2025 Added 3.54%
$95B
$5.55 Million 0.02% of portfolio
78,113
Q2 2025 Added 12.03%
$0
$5.42 Million 0.02% of portfolio
163,162
Q2 2025 Reduced 0.41%
$0
$5.68 Million 0.02% of portfolio
261,495
Q2 2025 Added 0.76%
$6.16B
$5.06 Million 0.02% of portfolio
56,139
Q2 2025 Added 1,400.64%
$142B
$5.98 Million 0.02% of portfolio
246,714
Q2 2025 Reduced 28.93%
$59.8B
$4.71 Million 0.02% of portfolio
39,501
Q2 2025 Reduced 8.41%
$0
$3.9 Million 0.02% of portfolio
201,350
Q2 2025 Added 65.72%
$145B
$4.99 Million 0.02% of portfolio
18,696
Q2 2025 Reduced 4.75%
$58.2B
$4.57 Million 0.02% of portfolio
12,095
Q2 2025 Added 17.92%
$13B
$5.53 Million 0.02% of portfolio
27,895
Q2 2025 Added 21.48%
$126B
$3.87 Million 0.02% of portfolio
80,069
Q2 2025 Reduced 7.66%
$335B
$4.81 Million 0.02% of portfolio
15,817
Q2 2025 Reduced 2.43%
$50B
$3.79 Million 0.02% of portfolio
112,089
Q2 2025 Reduced 45.61%
$88.2B
$3.98 Million 0.02% of portfolio
11,577
Q2 2025 Reduced 8.08%
$145B
$4.87 Million 0.02% of portfolio
42,194
Q2 2025 Added 0.49%
$132B
$4.61 Million 0.02% of portfolio
6,004
Q2 2025 Reduced 9.04%
$150B
$4.43 Million 0.02% of portfolio
11,185
Q2 2025 Added 8.74%
$48.7B
$5 Million 0.02% of portfolio
50,662
Q2 2025 Reduced 20.9%
$89.7B
$5.48 Million 0.02% of portfolio
16,571
Q2 2025 Reduced 5.25%
$173B
$4.38 Million 0.02% of portfolio
63,898
Q2 2025 Reduced 0.34%
$107B
$5.27 Million 0.02% of portfolio
12,052
Q2 2025 Added 1.12%
$86.7B
$5.99 Million 0.02% of portfolio
3,941
Q2 2025 Reduced 0.13%
$61.4B
$4.76 Million 0.02% of portfolio
17,787
Q2 2025 Added 11.62%
$155B
$5.15 Million 0.02% of portfolio
84,154
Q2 2025 Reduced 29.54%
$10.2B
$5.89 Million 0.02% of portfolio
32,526
Q2 2025 Added 38.4%
$0
$5.32 Million 0.02% of portfolio
14,683
Q2 2025 Added 35.07%
$0
$5.62 Million 0.02% of portfolio
25,682
Q2 2025 Reduced 29.44%
$0
$5.42 Million 0.02% of portfolio
19,355
Q2 2025 Reduced 29.97%
$0
$5.92 Million 0.02% of portfolio
33,550
Q2 2025 Reduced 25.51%
$40.9B
$5.74 Million 0.02% of portfolio
19,928
Q2 2025 Reduced 27.71%
$34.6B
$4.87 Million 0.02% of portfolio
46,781
Q2 2025 Reduced 6.05%
$318B
$5.8 Million 0.02% of portfolio
72,413
Q2 2025 Reduced 8.06%
$71.6B
$4.97 Million 0.02% of portfolio
79,105
Q2 2025 Reduced 4.91%
$9.56B
$1.68 Million 0.01% of portfolio
5,631
Q2 2025 Added 144.72%
$0
$2.25 Million 0.01% of portfolio
57,684
Q2 2025 Reduced 11.59%
$27.5B
$1.77 Million 0.01% of portfolio
15,099
Q2 2025 Added 37.33%
$64.7B
$1.24 Million 0.01% of portfolio
11,755
Q2 2025 Reduced 9.16%
$35.6B
$1.99 Million 0.01% of portfolio
16,897
Q2 2025 Reduced 6.7%
$57.2B
$2.48 Million 0.01% of portfolio
20,885
Q2 2025 Added 5.66%

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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