Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $24.4 Billion distributed in 1516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $1.88B, Ishares Core S&P 500 ETF with a value of $1.88B, Ishares Tr Russell 200 Growth with a value of $1.24B, Vanguard Index Fds S&P 500 ETF with a value of $1.03B, and Ishares Tr with a value of $735M.

Examining the 13F form we can see an increase of $692M in the current position value, from $23.7B to 24.4B.

Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA

Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $24.4 Billion
ETFs: $20.5 Billion
Technology: $1.13 Billion
Financial Services: $532 Million
Consumer Cyclical: $388 Million
Healthcare: $386 Million
Industrials: $357 Million
Communication Services: $350 Million
Consumer Defensive: $217 Million
Other: $423 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.88 Billion 7.7% of portfolio
18,959,615
Q2 2025 Added 12.41%
$0
$1.88 Billion 7.69% of portfolio
3,024,929
Q2 2025 Reduced 24.26%
$0
$1.24 Billion 5.08% of portfolio
5,027,841
Q2 2025 Reduced 1.88%
$0
$1.03 Billion 4.22% of portfolio
1,815,609
Q2 2025 Reduced 0.34%
$0
$735 Million 3.01% of portfolio
8,802,068
Q2 2025 Reduced 2.68%
$0
$718 Million 2.94% of portfolio
2,564,980
Q2 2025 Added 4,275.01%
$0
$672 Million 2.75% of portfolio
11,789,506
Q2 2025 Reduced 9.3%
$0
$649 Million 2.66% of portfolio
14,044,456
Q2 2025 Reduced 13.16%
$0
$586 Million 2.4% of portfolio
10,924,248
Q2 2025 Added 23.06%
$0
$569 Million 2.33% of portfolio
8,959,087
Q2 2025 Added 24.17%
$0
$553 Million 2.27% of portfolio
6,568,250
Q2 2025 Added 4.74%
$0
$510 Million 2.09% of portfolio
4,877,240
Q2 2025 Added 12.86%
$0
$447 Million 1.83% of portfolio
9,035,690
Q2 2025 Reduced 8.55%
$0
$438 Million 1.8% of portfolio
2,398,080
Q2 2025 Reduced 6.2%
$0
$412 Million 1.69% of portfolio
3,746,387
Q2 2025 Reduced 16.28%
$0
$367 Million 1.5% of portfolio
2,775,076
Q2 2025 Reduced 29.65%
$0
$339 Million 1.39% of portfolio
4,311,017
Q2 2025 Reduced 6.82%
$0
$335 Million 1.37% of portfolio
1,715,649
Q2 2025 Added 1.58%
$0
$263 Million 1.08% of portfolio
3,014,612
Q2 2025 Added 294.32%
$0
$254 Million 1.04% of portfolio
5,144,239
Q2 2025 Reduced 10.75%
$0
$249 Million 1.02% of portfolio
2,450,832
Q2 2025 Added 17.29%
$3.81T
$236 Million 0.96% of portfolio
473,560
Q2 2025 Added 3.88%
$0
$223 Million 0.91% of portfolio
1,604,455
Q2 2025 Reduced 12.51%
$433B
$187 Million 0.77% of portfolio
1,182,310
Q2 2025 Added 11.92%
$0
$181 Million 0.74% of portfolio
292,259
Q2 2025 Added 19.98%
$0
$177 Million 0.73% of portfolio
1,887,625
Q2 2025 Reduced 9.32%
$0
$176 Million 0.72% of portfolio
579,864
Q2 2025 Reduced 8.68%
$0
$172 Million 0.7% of portfolio
1,338,338
Q2 2025 Added 3.69%
$0
$168 Million 0.69% of portfolio
1,504,110
Q2 2025 Reduced 8.99%
$0
$169 Million 0.69% of portfolio
2,190,464
Q2 2025 Reduced 6.33%
$0
$166 Million 0.68% of portfolio
7,866,902
Q2 2025 Added 5.16%
$0
$164 Million 0.67% of portfolio
3,546,904
Q2 2025 Reduced 8.05%
$3.44T
$160 Million 0.65% of portfolio
778,438
Q2 2025 Added 1.8%
$0
$157 Million 0.64% of portfolio
2,255,479
Q2 2025 Reduced 5.82%
$0
$145 Million 0.59% of portfolio
543,312
Q2 2025 Added 32.9%
$0
$138 Million 0.56% of portfolio
714,574
Q2 2025 Reduced 0.31%
$0
$134 Million 0.55% of portfolio
773,764
Q2 2025 Reduced 16.66%
$2.37T
$121 Million 0.5% of portfolio
550,839
Q2 2025 Added 3.74%
$0
$114 Million 0.47% of portfolio
474,901
Q2 2025 Reduced 6.15%
$0
$115 Million 0.47% of portfolio
649,083
Q2 2025 Reduced 30.47%
$0
$112 Million 0.46% of portfolio
2,195,945
Q2 2025 New
$1.58T
$108 Million 0.44% of portfolio
146,148
Q2 2025 Added 9.43%
$0
$108 Million 0.44% of portfolio
1,470,537
Q2 2025 Reduced 12.46%
$0
$105 Million 0.43% of portfolio
1,907,224
Q2 2025 Added 9.11%
$0
$104 Million 0.43% of portfolio
1,503,064
Q2 2025 Reduced 10.68%
$0
$90.5 Million 0.37% of portfolio
3,500,821
Q2 2025 Added 41.34%
$0
$87.5 Million 0.36% of portfolio
2,931,693
Q2 2025 Reduced 24.89%
$0
$84.8 Million 0.35% of portfolio
1,985,172
Q2 2025 Reduced 19.55%
$0
$79.9 Million 0.33% of portfolio
182,351
Q2 2025 Reduced 40.29%

Summary

  • Portfolio
  • No. of Stocks 1,516
  • Current Value $24.4 Billion
  • Prior Value $23.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 142 stocks
  • Additional Purchases 520 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 848 stocks
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