Envestnet Asset Management Inc Portfolio Holdings

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025

Envestnet Asset Management Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 4505 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 $19.1B, Blackrock ETF Tr U S Equity Fa with a value of $6.57B, Ishares Core Total Usd Bond Ma with a value of $5.76B, Microsoft Corp with a value of $5.71B, and Ishares S&P 500 Growth ETF with a value of $5.5B.

Examining the 13F form we can see an decrease of $2.44B in the current position value, from $326B to 324B.

Below you can find more details about Envestnet Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $324 Billion
ETFs: $202 Billion
Technology: $31.9 Billion
Financial Services: $18.8 Billion
Industrials: $13.7 Billion
Healthcare: $12.7 Billion
Consumer Cyclical: $12.4 Billion
Communication Services: $9.37 Billion
Consumer Defensive: $6.22 Billion
Other: $13.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Billion 5.91% of portfolio
28,570,831
Q3 2025 Added 0.71%
$0
$6.57 Billion 2.03% of portfolio
111,018,724
Q3 2025 Added 55.84%
$0
$5.76 Billion 1.78% of portfolio
123,224,571
Q3 2025 Reduced 8.79%
$3.78T
$5.71 Billion 1.77% of portfolio
11,030,769
Q3 2025 Added 0.08%
$0
$5.5 Billion 1.7% of portfolio
45,556,746
Q3 2025 Added 0.4%
$0
$5.38 Billion 1.66% of portfolio
8,793,364
Q3 2025 Reduced 26.27%
$0
$5.08 Billion 1.57% of portfolio
26,102,345
Q3 2025 Reduced 19.63%
$0
$4.96 Billion 1.53% of portfolio
82,836,571
Q3 2025 Reduced 16.92%
$0
$4.57 Billion 1.41% of portfolio
22,121,389
Q3 2025 Added 5.42%
$465B
$4.15 Billion 1.28% of portfolio
22,223,464
Q3 2025 Added 1.19%
$0
$4.1 Billion 1.27% of portfolio
60,469,172
Q3 2025 Reduced 13.77%
$0
$4.08 Billion 1.26% of portfolio
21,895,965
Q3 2025 Added 5.31%
$0
$3.99 Billion 1.23% of portfolio
8,318,538
Q3 2025 Added 2.36%
$0
$3.76 Billion 1.16% of portfolio
70,130,248
Q3 2025 Added 14.7%
$0
$3.51 Billion 1.09% of portfolio
35,061,214
Q3 2025 Reduced 35.33%
$0
$3.41 Billion 1.05% of portfolio
39,090,069
Q3 2025 Reduced 2.85%
$0
$2.86 Billion 0.88% of portfolio
10,736,206
Q3 2025 Added 82.29%
$2.39T
$2.83 Billion 0.87% of portfolio
12,879,127
Q3 2025 Reduced 1.55%
$0
$2.62 Billion 0.81% of portfolio
27,494,519
Q3 2025 Added 2.72%
$0
$2.56 Billion 0.79% of portfolio
24,840,459
Q3 2025 Added 29.26%
$0
$2.42 Billion 0.75% of portfolio
5,171,141
Q3 2025 Reduced 2.16%
$0
$2.26 Billion 0.7% of portfolio
34,554,428
Q3 2025 Reduced 0.05%
$139B
$2.23 Billion 0.69% of portfolio
6,769,686
Q3 2025 Reduced 4.6%
$881B
$2.23 Billion 0.69% of portfolio
7,078,742
Q3 2025 Reduced 2.77%
$0
$2.22 Billion 0.69% of portfolio
44,832,761
Q3 2025 Reduced 27.68%
$1.37T
$2.21 Billion 0.68% of portfolio
3,015,736
Q3 2025 Added 4.69%
$0
$2.21 Billion 0.68% of portfolio
27,978,604
Q3 2025 Reduced 48.85%
$0
$1.97 Billion 0.61% of portfolio
61,891,690
Q3 2025 Added 12.04%
$0
$1.97 Billion 0.61% of portfolio
36,359,690
Q3 2025 Reduced 17.46%
$0
$1.9 Billion 0.59% of portfolio
5,799,986
Q3 2025 Reduced 2.06%
$0
$1.85 Billion 0.57% of portfolio
7,486,858
Q3 2025 Reduced 1.51%
$1.65T
$1.81 Billion 0.56% of portfolio
7,463,936
Q3 2025 Added 9.1%
$0
$1.79 Billion 0.55% of portfolio
2,986,326
Q3 2025 Added 2.19%
$0
$1.77 Billion 0.55% of portfolio
76,659,922
Q3 2025 Added 2.78%
$0
$1.75 Billion 0.54% of portfolio
14,749,090
Q3 2025 Reduced 12.31%
$0
$1.74 Billion 0.54% of portfolio
2,617,890
Q3 2025 Reduced 2.39%
$0
$1.61 Billion 0.5% of portfolio
21,594,592
Q3 2025 Added 3.27%
$0
$1.59 Billion 0.49% of portfolio
6,193,973
Q3 2025 Reduced 51.0%
$1.74T
$1.52 Billion 0.47% of portfolio
6,225,962
Q3 2025 Added 0.22%
$0
$1.52 Billion 0.47% of portfolio
14,278,109
Q3 2025 Reduced 29.86%
$0
$1.53 Billion 0.47% of portfolio
4,183,653
Q3 2025 Reduced 6.09%
$0
$1.53 Billion 0.47% of portfolio
19,586,319
Q3 2025 Added 5.48%
$65.3B
$1.49 Billion 0.46% of portfolio
20,520,705
Q3 2025 Added 47.66%
$0
$1.49 Billion 0.46% of portfolio
5,284,324
Q3 2025 Reduced 4.52%
$533B
$1.44 Billion 0.44% of portfolio
4,214,510
Q3 2025 Reduced 2.47%
$0
$1.36 Billion 0.42% of portfolio
6,693,245
Q3 2025 Added 1.42%
$0
$1.32 Billion 0.41% of portfolio
16,868,988
Q3 2025 Added 6.2%
$414B
$1.23 Billion 0.38% of portfolio
5,298,752
Q3 2025 Reduced 1.46%
$0
$1.24 Billion 0.38% of portfolio
12,820,353
Q3 2025 Added 3.02%

Summary

  • Portfolio
  • No. of Stocks 4,505
  • Current Value $324 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 288 stocks
  • Additional Purchases 2,205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,997 stocks
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