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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$98.9 Million 0.03% of portfolio
590,925
Q3 2025 Added 10.44%
$418B
$72 Million 0.02% of portfolio
403,060
Q3 2025 Added 4.77%
$205B
$50.8 Million 0.02% of portfolio
344,993
Q3 2025 Added 2.16%
$272B
$33.4 Million 0.01% of portfolio
174,676
Q3 2025 Added 16.74%
$453B
$2.26 Million 0.0% of portfolio
3
Q3 2025 Reduced 72.73%
$284B
$15.8 Million 0.0% of portfolio
222,916
Q3 2025 Added 141.05%

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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