Envestnet Asset Management Inc Reduced Holdings in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
-231K
- 10.11%
$90.65 - $109.75 $21M - $25.4M
2.06M $224M
EEMA
Ishares Msci Emerging Markets

ETFs
-14.2K
- 0.75%
$81.98 - $92.25 $1.17M - $1.31M
1.89M $173M
XEL
Xcel Energy Inc

Utilities
-17.4K
- 1.24%
$67.56 - $80.65 $1.18M - $1.41M
1.39M $112M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-271K
- 6.09%
$339.37 - $366.46 $92M - $99.4M
4.18M $1.53B
PEP
Pepsico Inc

Consumer Defensive
-24K
- 1.02%
$133.81 - $152.16 $3.22M - $3.66M
2.33M $327M
IWR
Ishares Russell Mid Cap ETF

ETFs
-14.7K
- 0.36%
$92.26 - $97.51 $1.36M - $1.43M
4.04M $390M
HOOD
Robinhood Markets, Inc.

Technology
-144K
- 18.12%
$91.27 - $143.18 $13.2M - $20.7M
652K $93.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-57.9K
- 9.24%
$404.94 - $499.99 $23.4M - $28.9M
568K $276M
MPWR
Monolithic Power Systems Inc

Technology
-10.2K
- 5.98%
$711.24 - $922.81 $7.23M - $9.38M
160K $147M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.96K
- 0.29%
$362.31 - $405.74 $708K - $793K
670K $270M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-21.2K
- 0.44%
$67.21 - $72.65 $1.42M - $1.54M
4.84M $351M
AEP
American Electric Power CO Inc

Utilities
-15K
- 0.44%
$103.26 - $115.0 $1.55M - $1.72M
3.36M $378M
UNH
Unitedhealth Group Inc

Healthcare
-79.6K
- 4.77%
$237.77 - $353.61 $18.9M - $28.1M
1.59M $548M
VEU
Vanguard Ftse All World Ex Us

ETFs
-193K
- 1.91%
$66.38 - $71.68 $12.8M - $13.8M
9.92M $708M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-337K
- 2.69%
$68.24 - $73.73 $23M - $24.9M
12.2M $897M
RING
Ishares Inc Msci Global Gold M

ETFs
-32.9K
- 2.1%
$42.96 - $64.71 $1.41M - $2.13M
1.53M $99M
ROST
Ross Stores, Inc.

Consumer Cyclical
-18.3K
- 1.29%
$127.59 - $152.81 $2.34M - $2.8M
1.4M $214M
MS
Morgan Stanley

Financial Services
-127K
- 4.18%
$139.09 - $161.16 $17.7M - $20.5M
2.92M $464M
AVLV
American Centy ETF Tr Avantis
-110K
- 1.0%
$68.33 - $72.69 $7.49M - $7.97M
10.9M $788M
AZO
Autozone Inc

Consumer Cyclical
-720
- 1.03%
$3649.42 - $4354.54 $2.63M - $3.14M
69.3K $297M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-280K
- 7.27%
$89.32 - $107.82 $25M - $30.2M
3.57M $385M
VXF
Vanguard Extended Market ETF

ETFs
-45.4K
- 1.55%
$193.58 - $213.07 $8.8M - $9.68M
2.89M $605M
CAT
Caterpillar Inc

Industrials
-670
- 0.14%
$390.92 - $477.15 $262K - $320K
476K $227M
KLAC
Kla Corp

Technology
-16.8K
- 5.04%
$843.9 - $1078.6 $14.2M - $18.1M
316K $341M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.45K
- 0.04%
$108.08 - $121.73 $156K - $176K
3.99M $480M
SHOP
Shopify Inc.

Technology
-155K
- 7.42%
$112.11 - $157.12 $17.4M - $24.4M
1.94M $288M
RTX
Raytheon Technologies Corp

Industrials
-130K
- 4.0%
$144.19 - $167.33 $18.7M - $21.7M
3.11M $521M
CMI
Cummins Inc

Industrials
-61K
- 7.55%
$327.85 - $426.39 $20M - $26M
747K $316M
IEFA
Ishares Tr

ETFs
-1.15M
- 2.85%
$81.7 - $87.53 $93.6M - $100M
39.1M $3.41B
HD
Home Depot, Inc.

Consumer Cyclical
-109K
- 4.17%
$357.4 - $423.42 $38.8M - $46M
2.5M $1.01B
ASML
Asml Holding Nv

Technology
-13.1K
- 3.01%
$689.63 - $968.09 $9.01M - $12.6M
420K $407M
LHX
L3 Harris Technologies, Inc.

Industrials
-35.8K
- 2.6%
$252.18 - $305.41 $9.02M - $10.9M
1.34M $409M
FAST
Fastenal CO

Industrials
-49.8K
- 0.51%
$42.47 - $50.39 $2.11M - $2.51M
9.68M $475M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64.2K
- 2.39%
$617.65 - $666.84 $39.6M - $42.8M
2.62M $1.74B
XLK
Technology Sector Spdr

ETFs
-250K
- 4.52%
$250.97 - $282.66 $62.7M - $70.6M
5.28M $1.49B
VTI
Vanguard Total Stock Market Et

ETFs
-122K
- 2.06%
$303.93 - $329.86 $37.1M - $40.3M
5.8M $1.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.9K
- 0.05%
$62.09 - $66.51 $1.11M - $1.19M
34.6M $2.26B
JPM
Jpmorgan Chase & CO

Financial Services
-202K
- 2.77%
$282.78 - $316.06 $57.1M - $63.8M
7.08M $2.23B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-114K
- 1.51%
$225.11 - $247.9 $25.8M - $28.4M
7.49M $1.85B
APP
App Lovin Corp

Technology
-37.1K
- 7.32%
$335.1 - $718.54 $12.4M - $26.7M
470K $338M
ORCL
Oracle Corp

Technology
-193K
- 5.27%
$218.96 - $328.33 $42.3M - $63.4M
3.47M $977M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-114K
- 2.16%
$420.11 - $472.68 $48M - $54M
5.17M $2.42B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-18.1K
- 0.47%
$224.68 - $282.71 $4.07M - $5.12M
3.84M $1.07B
ABBV
Abb Vie Inc.

Healthcare
-78.6K
- 1.46%
$184.85 - $231.54 $14.5M - $18.2M
5.3M $1.23B
AVGO
Broadcom Inc.

Technology
-327K
- 4.6%
$264.74 - $369.57 $86.5M - $121M
6.77M $2.23B
AAPL
Apple Inc.

Technology
-356K
- 2.79%
$202.38 - $256.87 $71.9M - $91.3M
12.4M $3.15B
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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