Envestnet Portfolio Solutions, Inc. Purchases in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
3.55K
+ 32.03%
N/A
14.6K $0
J P Morgan Exchange Traded F
497
+ 11.09%
N/A
4.98K $0
J P Morgan Exchange Traded F
9.15K
+ 8.09%
N/A
122K $0
Janus Detroit Str Tr
14.7K
New
N/A
14.7K $0
Blackrock ETF Trust
923K
New
N/A
923K $0
Blackrock ETF Trust
622K
New
N/A
622K $0
Manager Directed Portfolios
20.2K
+ 8.33%
N/A
263K $0
Maplebear Inc
86.1K
New
N/A
86.1K $0
Blackrock ETF Trust
16.2K
+ 9.32%
N/A
191K $0
Simplify Exchange Traded Fun
15.8K
+ 19.54%
N/A
96.8K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
125
+ 3.93%
$138.38 - $153.2 $17.3K - $19.2K
3.31K $462K
RRX
Regal Rexnord Corp

Industrials
11
+ 0.18%
$137.95 - $159.91 $1.52K - $1.76K
6.15K $882K
UFPI
Ufp Industries Inc

Basic Materials
81
+ 2.48%
$91.8 - $108.49 $7.44K - $8.79K
3.35K $313K
ON
On Semiconductor Corp

Technology
414
+ 3.4%
$46.98 - $62.45 $19.4K - $25.9K
12.6K $620K
INTA
Intapp, Inc.

Technology
816
+ 16.8%
$35.64 - $48.82 $29.1K - $39.8K
5.67K $232K
G
Genpact LTD

Technology
803
+ 3.0%
$41.06 - $46.13 $33K - $37K
27.6K $1.16M
DT
Dynatrace, Inc.

Technology
7.17K
+ 13.1%
$46.04 - $56.64 $330K - $406K
61.9K $3M
PRU
Prudential Financial Inc

Financial Services
64
+ 0.67%
$100.68 - $109.89 $6.44K - $7.03K
9.57K $992K
SNDR
Schneider National, Inc.

Industrials
12
+ 0.11%
$21.09 - $26.92 $253 - $323
11.3K $239K
EIG
Employers Holdings, Inc.

Financial Services
7
+ 0.08%
$39.13 - $47.77 $274 - $334
8.27K $351K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
17
+ 0.35%
$57.1 - $70.52 $971 - $1.2K
4.86K $289K
EQIX
Equinix Inc

Real Estate
51
+ 0.73%
$756.7 - $811.13 $38.6K - $41.4K
7.05K $5.52M
CRBG
Corebridge Financial, Inc.

Financial Services
1.16K
+ 4.67%
$31.36 - $35.94 $36.4K - $41.8K
26K $834K
SNV
Synovus Financial Corp

Financial Services
96
+ 0.45%
$46.55 - $59.6 $4.47K - $5.72K
21.3K $1.05M
TMDX
Trans Medics Group, Inc.

Healthcare
324
+ 7.77%
$103.61 - $132.04 $33.6K - $42.8K
4.5K $504K
GEF
Greif, Inc

Consumer Cyclical
81
+ 0.71%
$58.87 - $69.85 $4.77K - $5.66K
11.6K $690K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
262
+ 3.6%
$30.62 - $52.91 $8.02K - $13.9K
7.53K $288K
NGG
National Grid PLC

Utilities
38
+ 0.07%
$67.98 - $74.38 $2.58K - $2.83K
53.1K $3.86M
ALGN
Align Technology Inc

Healthcare
380
+ 16.02%
$124.88 - $207.19 $47.5K - $78.7K
2.75K $344K
MNDY
Monday.Com Ltd.

Technology
338
+ 23.8%
$171.46 - $309.62 $58K - $105K
1.76K $340K
LNG
Cheniere Energy, Inc.

Energy
25
+ 0.14%
$222.68 - $244.28 $5.57K - $6.11K
17.4K $4.1M
OKTA
Okta, Inc.

Technology
3.63K
+ 5.51%
$88.51 - $101.1 $321K - $367K
69.5K $6.37M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.08K
+ 2.72%
$65.64 - $78.22 $71.1K - $84.7K
40.8K $2.74M
BAX
Baxter International Inc

Healthcare
1.93K
+ 3.67%
$21.71 - $31.23 $41.9K - $60.3K
54.6K $1.24M
DIS
Walt Disney CO

Communication Services
272
+ 0.49%
$112.25 - $124.0 $30.5K - $33.7K
56.1K $6.43M
HSIC
Henry Schein Inc

Healthcare
1.16K
+ 1.3%
$64.83 - $74.67 $74.9K - $86.3K
90.1K $5.98M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
927
+ 5.36%
$366.54 - $479.53 $340K - $445K
18.2K $7.14M
BSX
Boston Scientific Corp

Healthcare
730
+ 1.11%
$97.03 - $108.14 $70.8K - $78.9K
66.7K $6.51M
AMCR
Amcor PLC

Consumer Cyclical
87.2K
+ 5.72%
$7.97 - $9.94 $695K - $867K
1.61M $13.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 0.81%
$5364.25 - $5815.92 $118K - $128K
2.74K $14.8M
ELV
Elevance Health, Inc.

Healthcare
904
+ 3.33%
$274.66 - $395.76 $248K - $358K
28.1K $9.08M
ISRG
Intuitive Surgical Inc

Healthcare
2.62K
+ 6.42%
$433.66 - $544.47 $1.14M - $1.43M
43.4K $19.4M
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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