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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$116 Million 0.04% of portfolio
1,081,341
Q3 2025 Added 2.94%
$0
$121 Million 0.04% of portfolio
2,259,878
Q3 2025 Reduced 0.82%
$0
$129 Million 0.04% of portfolio
4,076,873
Q3 2025 Reduced 3.22%
$0
$114 Million 0.04% of portfolio
1,028,667
Q3 2025 Reduced 6.99%
$0
$119 Million 0.04% of portfolio
1,323,623
Q3 2025 Added 2.11%
$0
$140 Million 0.04% of portfolio
2,881,586
Q3 2025 Added 27.99%
$0
$146 Million 0.04% of portfolio
1,565,608
Q3 2025 Reduced 28.57%
$0
$132 Million 0.04% of portfolio
3,623,995
Q3 2025 Reduced 24.42%
$0
$119 Million 0.04% of portfolio
2,347,201
Q3 2025 Added 6.17%
$0
$142 Million 0.04% of portfolio
3,109,031
Q3 2025 Added 23.86%
$0
$125 Million 0.04% of portfolio
2,188,441
Q3 2025 Reduced 1.66%
$0
$131 Million 0.04% of portfolio
4,873,497
Q3 2025 Added 1.5%
$0
$120 Million 0.04% of portfolio
5,134,706
Q3 2025 Reduced 58.91%
$0
$140 Million 0.04% of portfolio
4,620,146
Q3 2025 Added 19.11%
$0
$136 Million 0.04% of portfolio
2,822,780
Q3 2025 Reduced 42.47%
$0
$133 Million 0.04% of portfolio
1,650,075
Q3 2025 Reduced 13.88%
$0
$128 Million 0.04% of portfolio
2,059,231
Q3 2025 Added 2.21%
$0
$107 Million 0.03% of portfolio
2,134,813
Q3 2025 Added 0.08%
$0
$108 Million 0.03% of portfolio
1,760,564
Q3 2025 Added 1.72%
$0
$103 Million 0.03% of portfolio
2,311,564
Q3 2025 Added 10.47%
$0
$94.6 Million 0.03% of portfolio
2,549,262
Q3 2025 Added 3.19%
$0
$110 Million 0.03% of portfolio
1,603,773
Q3 2025 Reduced 34.96%
$0
$105 Million 0.03% of portfolio
3,444,699
Q3 2025 Reduced 86.36%
$0
$98.7 Million 0.03% of portfolio
2,048,290
Q3 2025 Added 5.67%
$0
$98.1 Million 0.03% of portfolio
1,354,395
Q3 2025 Reduced 65.94%
$0
$83.5 Million 0.03% of portfolio
1,923,159
Q3 2025 Added 16.61%
$0
$102 Million 0.03% of portfolio
1,476,362
Q3 2025 Added 5.6%
$0
$103 Million 0.03% of portfolio
1,840,363
Q3 2025 Added 11.64%
$0
$105 Million 0.03% of portfolio
1,258,647
Q3 2025 Added 5.78%
$0
$86.4 Million 0.03% of portfolio
1,156,911
Q3 2025 Added 5.0%
$0
$81.8 Million 0.03% of portfolio
829,226
Q3 2025 Reduced 2.81%
$0
$106 Million 0.03% of portfolio
1,134,550
Q3 2025 Reduced 0.58%
$0
$101 Million 0.03% of portfolio
2,270,157
Q3 2025 Added 5.03%
$0
$99.4 Million 0.03% of portfolio
3,595,189
Q3 2025 Added 3.31%
$0
$101 Million 0.03% of portfolio
2,117,699
Q3 2025 Added 5.17%
$0
$98 Million 0.03% of portfolio
3,110,068
Q3 2025 Reduced 5.97%
$0
$113 Million 0.03% of portfolio
1,963,989
Q3 2025 Added 11.1%
$0
$109 Million 0.03% of portfolio
1,610,115
Q3 2025 Reduced 50.28%
$0
$99 Million 0.03% of portfolio
1,529,153
Q3 2025 Reduced 2.1%
$0
$89.8 Million 0.03% of portfolio
733,147
Q3 2025 Reduced 4.89%
$0
$103 Million 0.03% of portfolio
1,019,354
Q3 2025 Added 6.54%
$0
$83.8 Million 0.03% of portfolio
1,288,945
Q3 2025 Added 9.45%
$0
$88.3 Million 0.03% of portfolio
1,041,135
Q3 2025 Reduced 33.76%
$0
$113 Million 0.03% of portfolio
2,438,090
Q3 2025 Added 52.49%
$0
$84.4 Million 0.03% of portfolio
1,223,471
Q3 2025 Added 1.69%
$0
$88 Million 0.03% of portfolio
1,849,637
Q3 2025 Added 22.93%
$0
$90.7 Million 0.03% of portfolio
2,111,952
Q3 2025 Added 0.19%
$0
$97.4 Million 0.03% of portfolio
3,015,681
Q3 2025 Reduced 4.13%
$0
$91.4 Million 0.03% of portfolio
3,636,388
Q3 2025 Added 44.88%

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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