Envestnet Portfolio Solutions, Inc. Purchases in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
17K
+ 34.23%
$43.6 - $52.02 $743K - $887K
66.9K $3.48M
XPO
Xpo Logistics, Inc.

Industrials
7.15K
+ 140.17%
$91.46 - $128.1 $654K - $916K
12.3K $1.55M
TWLO
Twilio Inc

Communication Services
7.93K
New
$81.34 - $124.36 $645K - $986K
7.93K $985K
ORI
Old Republic International Corp

Financial Services
25.8K
+ 257.69%
$35.25 - $39.79 $908K - $1.03M
35.8K $1.37M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.66K
+ 266.21%
$139.8 - $197.22 $651K - $918K
6.41K $1.26M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.46K
+ 30.18%
$177.93 - $313.14 $259K - $456K
6.28K $1.97M
UGI
Ugi Corp

Utilities
24.4K
+ 102.31%
$30.18 - $36.59 $736K - $892K
48.2K $1.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.67K
+ 14.19%
$149.76 - $186.42 $549K - $684K
29.5K $5.5M
CSL
Carlisle Companies Inc

Industrials
2.44K
+ 188.43%
$317.1 - $408.5 $774K - $998K
3.74K $1.4M
TOL
Toll Brothers, Inc.

Consumer Cyclical
8.09K
+ 270.5%
$90.5 - $114.3 $732K - $924K
11.1K $1.26M
RNR
Renaissancere Holdings LTD

Financial Services
3.8K
+ 136.58%
$220.37 - $253.95 $838K - $965K
6.58K $1.6M
HRB
H&R Block Inc

Consumer Cyclical
16.9K
+ 235.74%
$54.32 - $63.04 $916K - $1.06M
24K $1.32M
CNC
Centene Corp

Healthcare
25.9K
+ 34.46%
$53.4 - $64.29 $1.38M - $1.66M
101K $5.48M
NEM
Newmont Corp

Basic Materials
14.2K
+ 162.42%
$44.18 - $59.46 $628K - $845K
23K $1.34M
NET
Cloudflare, Inc.

Technology
1.82K
+ 27.62%
$97.08 - $195.83 $177K - $357K
8.42K $1.65M
PRI
Primerica, Inc.

Financial Services
3.45K
+ 92.12%
$244.39 - $290.62 $843K - $1M
7.19K $1.97M
CVNA
Carvana Co.

Consumer Cyclical
2.66K
New
$162.57 - $345.64 $433K - $921K
2.66K $897K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.56K
+ 123.83%
$167.22 - $212.42 $763K - $969K
8.25K $1.63M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.57K
+ 49.5%
$49.95 - $128.54 $178K - $459K
10.8K $1.34M
ALL
Allstate Corp

Financial Services
5.74K
+ 12.18%
$180.53 - $212.64 $1.04M - $1.22M
52.8K $10.6M
APPF
Appfolio Inc

Technology
3.73K
+ 195.28%
$192.02 - $234.65 $715K - $874K
5.63K $1.3M
MANH
Manhattan Associates Inc

Technology
3.73K
+ 69.79%
$143.9 - $197.47 $536K - $736K
9.07K $1.79M
SHOP
Shopify Inc.

Technology
207
+ 0.49%
$76.89 - $115.35 $15.9K - $23.9K
42.2K $4.87M
SNV
Synovus Financial Corp

Financial Services
15.8K
+ 295.08%
$38.27 - $51.75 $606K - $820K
21.2K $1.1M
LAD
Lithia Motors Inc

Consumer Cyclical
2.37K
+ 232.03%
$271.94 - $339.35 $644K - $804K
3.39K $1.15M
CELH
Celsius Holdings, Inc.

Consumer Defensive
15.2K
+ 117.27%
$33.89 - $46.39 $514K - $703K
28.1K $1.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 11.05%
$171.4 - $227.1 $268K - $355K
15.7K $3.56M
FTDR
Frontdoor, Inc.

Consumer Cyclical
14.1K
New
$37.35 - $59.68 $528K - $844K
14.1K $833K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
8.54K
+ 60.48%
$107.83 - $119.94 $921K - $1.02M
22.7K $2.44M
NYT
New York Times CO

Communication Services
13.9K
+ 255.4%
$45.37 - $57.12 $629K - $792K
19.3K $1.08M
AL
Air Lease Corp

Industrials
10.7K
+ 60.89%
$40.46 - $58.71 $434K - $630K
28.4K $1.66M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
43.5K
+ 7.33%
$18.83 - $19.22 $820K - $837K
637K $12.2M
RMBS
Rambus Inc

Technology
11.3K
+ 202.36%
$42.9 - $64.02 $487K - $726K
16.9K $1.08M
FOXA
Fox Corp

Communication Services
14K
New
$47.21 - $57.04 $663K - $801K
14K $786K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
16.2K
+ 208.15%
$36.01 - $45.69 $583K - $740K
24K $1.1M
LAMR
Lamar Advertising CO

Real Estate
5.97K
+ 75.4%
$102.35 - $121.67 $611K - $727K
13.9K $1.69M
XLU
Utilities Sector Spdr

ETFs
8.65K
+ 42.42%
$73.09 - $82.77 $632K - $716K
29K $2.37M
BMI
Badger Meter Inc

Technology
2.58K
+ 107.47%
$170.72 - $254.17 $440K - $654K
4.97K $1.22M
ESAB
Esab Corp

Industrials
6.15K
+ 154.31%
$104.48 - $130.25 $643K - $802K
10.1K $1.22M
LSCC
Lattice Semiconductor Corp

Technology
15.8K
+ 295.37%
$37.84 - $56.0 $598K - $886K
21.2K $1.04M
CTVA
Corteva, Inc.

Basic Materials
1.8K
+ 3.4%
$55.52 - $74.53 $99.8K - $134K
54.7K $4.08M
UTHR
United Therapeutics Corp

Healthcare
2.66K
+ 267.61%
$276.47 - $328.4 $735K - $874K
3.65K $1.05M
FICO
Fair Isaac Corp

Technology
419
+ 23.14%
$1503.62 - $2206.01 $630K - $924K
2.23K $4.08M
KBE
Spdr S&P Bank ETF

ETFs
13.2K
New
$45.85 - $55.78 $605K - $736K
13.2K $735K
THG
Hanover Insurance Group, Inc.

Financial Services
4.42K
+ 114.13%
$150.66 - $178.04 $665K - $786K
8.29K $1.41M
BRX
Brixmor Property Group Inc.

Real Estate
32.2K
+ 300.19%
N/A
42.9K $975K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
11.7K
+ 30.57%
N/A
50.1K $3.12M
OLED
Universal Display Corp Pa

Technology
3.96K
+ 55.1%
$106.6 - $161.02 $422K - $638K
11.1K $1.72M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.24K
+ 11.17%
$52.31 - $63.72 $379K - $461K
72K $4.59M
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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