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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.6 Million 0.0% of portfolio
247,410
Q3 2025 Reduced 2.08%
$1.73B
$1.39 Million 0.0% of portfolio
91,115
Q3 2025 Reduced 3.02%
$2.82B
$11.8 Million 0.0% of portfolio
98,420
Q3 2025 Added 179.91%
$2.44B
$1.42 Million 0.0% of portfolio
33,541
Q3 2025 Added 0.9%
$831M
$520,000 0.0% of portfolio
10,717
Q3 2025 Reduced 89.17%
$1.35B
$9.03 Million 0.0% of portfolio
219,450
Q3 2025 Added 10.24%
$1.3B
$2.66 Million 0.0% of portfolio
257,313
Q3 2025 Added 5.07%
$5.67B
$14.9 Million 0.0% of portfolio
355,749
Q3 2025 Reduced 0.04%
$6.61B
$9.62 Million 0.0% of portfolio
237,349
Q3 2025 Added 2.41%
$6.93B
$16.1 Million 0.0% of portfolio
215,390
Q3 2025 Added 8.18%
$0
$356,000 0.0% of portfolio
36,143
Q3 2025 Reduced 16.58%
$2.19B
$4.21 Million 0.0% of portfolio
25,304
Q3 2025 Added 12.96%
$333M
$122,000 0.0% of portfolio
27,933
Q3 2025 Reduced 22.74%
$2B
$3.86 Million 0.0% of portfolio
127,467
Q3 2025 Added 3.87%
$2.16B
$9.57 Million 0.0% of portfolio
114,441
Q3 2025 Added 19.84%
$1.62B
$291,000 0.0% of portfolio
10,579
Q3 2025 Added 3.9%
$4.07B
$349,000 0.0% of portfolio
5,496
Q3 2025 Added 21.65%
$7.37B
$11.1 Million 0.0% of portfolio
39,575
Q3 2025 Added 3.11%
$600M
$287,000 0.0% of portfolio
39,847
Q3 2025 Added 7.75%
$8.22B
$1.72 Million 0.0% of portfolio
19,246
Q3 2025 Added 7.8%
$2.69B
$9.54 Million 0.0% of portfolio
48,262
Q3 2025 Reduced 13.17%
$5.1B
$10.1 Million 0.0% of portfolio
147,598
Q3 2025 Reduced 13.5%
$9.92B
$15 Million 0.0% of portfolio
252,901
Q3 2025 Reduced 0.9%
$1.83B
$498,000 0.0% of portfolio
54,415
Q3 2025 New
$1.54B
$724,000 0.0% of portfolio
27,526
Q3 2025 Reduced 2.29%
$1.85B
$8.4 Million 0.0% of portfolio
263,226
Q3 2025 Reduced 3.14%
$5.08B
$3.84 Million 0.0% of portfolio
56,435
Q3 2025 Added 77.68%
$8.51B
$4.78 Million 0.0% of portfolio
55,153
Q3 2025 Added 17.32%
$0
$368,000 0.0% of portfolio
25,024
Q3 2025 Added 6.64%
$0
$909,000 0.0% of portfolio
209,123
Q3 2025 Added 69.91%
$0
$506,000 0.0% of portfolio
131,959
Q3 2025 Added 4.0%
$0
$1.79 Million 0.0% of portfolio
173,346
Q3 2025 Added 0.91%
$0
$2.85 Million 0.0% of portfolio
242,543
Q3 2025 Added 5.25%
$0
$418,000 0.0% of portfolio
61,107
Q3 2025 New
$0
$502,000 0.0% of portfolio
56,494
Q3 2025 Added 6.86%
$15B
$3.14 Million 0.0% of portfolio
79,931
Q3 2025 Added 6.05%
$653M
$396,000 0.0% of portfolio
18,911
Q3 2025 Added 7.27%
$8.01B
$2.11 Million 0.0% of portfolio
27,446
Q3 2025 Added 34.57%
$5.97B
$10.7 Million 0.0% of portfolio
67,694
Q3 2025 Reduced 1.49%
$16.4B
$14.1 Million 0.0% of portfolio
567,824
Q3 2025 Reduced 6.85%
$47.1B
$8.34 Million 0.0% of portfolio
74,529
Q3 2025 Added 3.51%
$3.83B
$4.74 Million 0.0% of portfolio
60,288
Q3 2025 Added 26.27%
$659M
$1.88 Million 0.0% of portfolio
153,259
Q3 2025 Added 303.02%
$1.66B
$732,000 0.0% of portfolio
18,107
Q3 2025 Reduced 5.72%
$1.22B
$1.72 Million 0.0% of portfolio
17,828
Q3 2025 Reduced 37.27%
$3.75B
$11.6 Million 0.0% of portfolio
549,030
Q3 2025 Added 13.87%
$1.45B
$10.1 Million 0.0% of portfolio
20,283
Q3 2025 Reduced 14.02%
$14.5B
$27,000 0.0% of portfolio
10,353
Q3 2025 Added 0.61%
$800M
$5.29 Million 0.0% of portfolio
968,225
Q3 2025 Added 6.94%

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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