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
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-76.5K
- 30.35%
$84.43 - $97.93 $6.46M - $7.49M
176K $14.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.17K
- 1.4%
$131.78 - $176.09 $550K - $735K
294K $39.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-294K
- 53.29%
$31.31 - $34.54 $9.21M - $10.2M
258K $8.68M
PRI
Primerica, Inc.

Financial Services
-33.5K
- 25.06%
$255.46 - $285.58 $8.56M - $9.57M
100K $27.8M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-113K
- 14.92%
$59.29 - $62.87 $6.7M - $7.1M
644K $38.7M
ATR
Aptargroup, Inc.

Healthcare
-27.5K
- 12.49%
$130.82 - $161.82 $3.6M - $4.45M
193K $25.8M
MFC
Manulife Financial Corp

Financial Services
-254K
- 26.05%
$29.9 - $32.34 $7.58M - $8.2M
720K $22.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.41K
- 1.29%
$412.46 - $514.1 $1.82M - $2.27M
336K $165M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-59.2K
- 10.68%
$57.1 - $70.52 $3.38M - $4.17M
495K $29.5M
VDC
Vanguard Consumer Staples ETF

ETFs
-31K
- 8.45%
$212.64 - $225.25 $6.58M - $6.97M
336K $71.7M
VIS
Vanguard Industrial ETF

ETFs
-46K
- 14.34%
$281.0 - $296.29 $12.9M - $13.6M
275K $81.4M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-298K
- 68.52%
$27.17 - $28.04 $8.09M - $8.35M
137K $3.8M
GTLS
Chart Industries Inc

Industrials
-52.1K
- 88.36%
$162.6 - $200.28 $8.46M - $10.4M
6.86K $1.37M
UNM
Unum Group

Financial Services
-99.3K
- 87.91%
$68.55 - $82.12 $6.81M - $8.16M
13.7K $1.06M
DOW
Dow Inc.

Basic Materials
-183K
- 16.83%
$20.87 - $30.37 $3.82M - $5.56M
904K $20.7M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-79.3K
- 16.59%
$99.12 - $99.52 $7.86M - $7.89M
399K $39.7M
FOXA
Fox Corp

Communication Services
-175K
- 38.49%
$53.87 - $63.06 $9.4M - $11M
279K $17.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-375K
- 9.17%
$20.84 - $21.03 $7.82M - $7.89M
3.71M $77.7M
EA
Electronic Arts Inc.

Communication Services
-94.8K
- 35.11%
$147.79 - $202.05 $14M - $19.2M
175K $35.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-28.6K
- 12.78%
$185.65 - $214.38 $5.32M - $6.14M
195K $39.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-332K
- 15.03%
$24.73 - $25.29 $8.21M - $8.4M
1.88M $47.3M
CCI
Crown Castle International Corp

Real Estate
-12.6K
- 1.22%
$92.96 - $113.91 $1.18M - $1.44M
1.02M $98.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-19K
- 8.96%
$158.24 - $191.13 $3.01M - $3.63M
193K $32.1M
CHH
Choice Hotels International Inc

Consumer Cyclical
-19.8K
- 7.16%
$106.91 - $135.29 $2.12M - $2.68M
257K $27.5M
MDB
Mongo Db, Inc.

Technology
-57.4K
- 56.43%
$201.0 - $334.87 $11.5M - $19.2M
44.3K $13.8M
EMN
Eastman Chemical CO

Basic Materials
-67.2K
- 23.71%
$58.79 - $81.56 $3.95M - $5.48M
216K $13.6M
EMGF
Ishares Msci Emerging Markets

ETFs
-182K
- 29.54%
$51.93 - $56.75 $9.44M - $10.3M
434K $24.5M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-380K
- 32.97%
$19.57 - $19.98 $7.43M - $7.59M
772K $15.4M
AKAM
Akamai Technologies Inc

Technology
-80.7K
- 14.11%
N/A
491K $44.6M
LNTH
Lantheus Holdings, Inc.

Healthcare
-53.4K
- 36.15%
$50.11 - $83.83 $2.67M - $4.47M
94.2K $4.83M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-43.5K
- 9.76%
$123.13 - $140.8 $5.36M - $6.13M
403K $51.7M
LKQ
Lkq Corp

Consumer Cyclical
-4.88K
- 0.46%
$29.24 - $39.21 $143K - $191K
1.05M $32.1M
INTC
Intel Corp

Technology
-674K
- 47.91%
$19.31 - $35.5 $13M - $23.9M
732K $24.6M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-274K
- 35.85%
$26.15 - $27.4 $7.17M - $7.51M
491K $13.4M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-310K
- 58.65%
$19.08 - $23.53 $5.92M - $7.31M
219K $4.28M
STE
Steris PLC

Healthcare
-39.2K
- 9.84%
$221.21 - $252.43 $8.67M - $9.89M
359K $88.9M
TRU
Trans Union

Industrials
-57.6K
- 12.19%
$83.78 - $99.22 $4.82M - $5.71M
415K $34.7M
BP
Bp PLC

Energy
-389K
- 26.45%
$30.25 - $35.69 $11.8M - $13.9M
1.08M $37.2M
CHKP
Check Point Software Technologies LTD

Technology
-6.85K
- 1.85%
$180.73 - $231.23 $1.24M - $1.58M
363K $75M
EQIX
Equinix Inc

Real Estate
-5.69K
- 3.1%
$756.7 - $811.13 $4.3M - $4.61M
178K $139M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-311K
- 81.88%
$21.35 - $21.7 $6.64M - $6.75M
68.8K $1.48M
USB
Us Bancorp \De\

Financial Services
-609K
- 8.24%
$43.94 - $50.41 $26.8M - $30.7M
6.78M $328M
MAR
Marriott International Inc

Consumer Cyclical
-18.5K
- 12.86%
$255.35 - $282.87 $4.73M - $5.24M
126K $32.7M
BSJR
Invesco Indx Tr

ETFs
-293K
- 88.57%
$22.64 - $22.85 $6.64M - $6.71M
37.9K $860K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-87K
- 51.52%
$85.31 - $97.03 $7.43M - $8.45M
81.9K $7.8M
ATRO
Astronics Corp

Industrials
-201K
- 97.11%
$30.01 - $45.61 $6.02M - $9.15M
5.96K $272K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-29.7K
- 13.05%
$86.13 - $119.63 $2.56M - $3.55M
198K $18.5M
ACWI
Ishares Msci Acwi ETF

ETFs
-68.2K
- 22.04%
$128.32 - $138.41 $8.75M - $9.44M
241K $33.4M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-276K
- 40.4%
$23.27 - $23.51 $6.43M - $6.49M
407K $9.54M
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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