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
GRFS
Grifols Sa

Healthcare
12.4K
New
$8.87 - $10.85 $110K - $134K
12.4K $123K
KHC
Kraft Heinz CO

Consumer Defensive
4.48K
+ 25.43%
$25.63 - $28.94 $115K - $130K
22.1K $574K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
915
+ 15.26%
$87.69 - $96.0 $80.2K - $87.8K
6.91K $651K
DD
Du Pont De Nemours, Inc.

Basic Materials
435
+ 4.77%
$69.9 - $78.26 $30.4K - $34K
9.56K $744K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.55K
+ 36.08%
$31.23 - $36.56 $79.7K - $93.3K
9.62K $339K
UBS
Ubs Group Ag

Financial Services
36
+ 0.23%
$33.77 - $42.38 $1.22K - $1.53K
16K $656K
BCS
Barclays PLC

Financial Services
2.47K
+ 8.76%
$17.88 - $21.05 $44.2K - $52K
30.7K $634K
EEM
Ishares Msci Emerging Markets

ETFs
770
+ 5.86%
$48.07 - $53.4 $37K - $41.1K
13.9K $742K
NBIX
Neurocrine Biosciences Inc

Healthcare
428
+ 13.08%
$123.98 - $146.67 $53.1K - $62.8K
3.7K $519K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2K
+ 6.51%
$31.78 - $33.69 $63.7K - $67.5K
32.8K $1.08M
ITT
Itt Inc.

Industrials
232
+ 7.91%
$155.93 - $182.88 $36.2K - $42.4K
3.16K $565K
OTIS
Otis Worldwide Corp

Industrials
2.54K
+ 15.19%
$84.93 - $101.07 $216K - $257K
19.3K $1.76M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.2K
+ 26.0%
$86.07 - $90.74 $103K - $109K
5.82K $520K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.71K
+ 18.15%
$21.89 - $23.17 $81.1K - $85.9K
24.1K $557K
FCAL
First Tr Iii Calif Mun High In

ETFs
1.75K
+ 9.35%
$47.44 - $48.99 $82.8K - $85.5K
20.4K $995K
STT
State Street Corp

Financial Services
530
+ 13.38%
$102.01 - $117.25 $54.1K - $62.1K
4.49K $521K
EWBC
East West Bancorp Inc

Financial Services
18
+ 0.1%
$97.41 - $109.7 $1.75K - $1.97K
17.6K $1.87M
OXM
Oxford Industries Inc

Consumer Cyclical
2.34K
+ 41.05%
$36.97 - $51.58 $86.5K - $121K
8.04K $325K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.89K
+ 48.58%
$45.83 - $58.26 $86.5K - $110K
5.77K $309K
JHML
John Hancock Multifactor Large

ETFs
850
+ 15.3%
$73.53 - $78.37 $62.5K - $66.6K
6.41K $501K
KEYS
Keysight Technologies, Inc.

Technology
284
+ 7.46%
$158.51 - $178.15 $45K - $50.6K
4.09K $715K
CSL
Carlisle Companies Inc

Industrials
779
+ 20.84%
$327.52 - $435.11 $255K - $339K
4.52K $1.49M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.75K
+ 8.11%
$18.93 - $19.47 $71K - $73K
50K $966K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 0.65%
$534.91 - $598.71 $7.49K - $8.38K
2.18K $1.23M
ALC
Alcon Inc

Healthcare
1.7K
+ 59.48%
$73.24 - $92.22 $124K - $156K
4.55K $339K
JHMD
John Hancock ETF Tr Multifacto

ETFs
1.96K
+ 35.27%
$37.65 - $40.3 $73.9K - $79.1K
7.53K $301K
TM
Toyota Motor Corp

Consumer Cyclical
232
+ 10.1%
$167.86 - $202.79 $38.9K - $47K
2.53K $483K
MFG
Mizuho Financial Group Inc

Financial Services
9.87K
+ 54.23%
$5.42 - $6.85 $53.5K - $67.6K
28.1K $188K
WU
Western Union CO

Financial Services
10.7K
New
$7.88 - $8.84 $84.2K - $94.4K
10.7K $85K
FIW
First Trust Water ETF

ETFs
423
+ 5.67%
$107.54 - $115.08 $45.5K - $48.7K
7.89K $885K
FYX
First Tr Small Cap Core Alphad

ETFs
195
+ 4.15%
$96.35 - $111.0 $18.8K - $21.6K
4.89K $532K
SKY
Skyline Champion Corp

Consumer Cyclical
367
+ 10.43%
$60.9 - $78.84 $22.4K - $28.9K
3.89K $296K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.41K
+ 26.18%
$30.71 - $30.86 $73.9K - $74.3K
11.6K $358K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.3K
+ 13.87%
$42.43 - $45.05 $55.1K - $58.5K
10.7K $469K
PTEN
Patterson Uti Energy Inc

Energy
18.2K
+ 62.39%
$5.18 - $6.6 $94.3K - $120K
47.4K $245K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
756
+ 12.62%
$69.02 - $73.57 $52.2K - $55.6K
6.75K $496K
SLB
Schlumberger Limited

Energy
231
+ 0.21%
$32.37 - $37.31 $7.48K - $8.62K
112K $3.86M
RCII
Rent A Center Inc De

Industrials
2.62K
+ 27.47%
N/A
12.2K $324K
GRAB
Grab Holdings LTD

Technology
11.7K
New
$4.77 - $6.45 $55.8K - $75.4K
11.7K $70K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.24K
+ 6.12%
$47.21 - $48.3 $58.6K - $60K
21.5K $1.04M
FEMB
First Tr ETF Emerging Markets

ETFs
1.92K
+ 7.87%
$28.3 - $29.79 $54.4K - $57.3K
26.3K $772K
IFRA
Ishares Tr

ETFs
879
+ 17.08%
$49.77 - $52.82 $43.7K - $46.4K
6.03K $318K
MAT
Mattel Inc

Consumer Cyclical
7.48K
+ 35.97%
$16.66 - $20.55 $125K - $154K
28.3K $475K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.69K
+ 19.02%
$46.51 - $50.07 $78.6K - $84.7K
10.6K $496K
IDA
Idacorp Inc

Utilities
60
+ 1.87%
$115.16 - $132.15 $6.91K - $7.93K
3.27K $432K
SCHA
Schwab Strategic Tr Us Small C

ETFs
511
+ 2.99%
$25.29 - $28.33 $12.9K - $14.5K
17.6K $491K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
755
+ 8.87%
N/A
9.27K $693K
OHI
Omega Healthcare Investors Inc

Real Estate
595
+ 10.68%
$36.29 - $43.34 $21.6K - $25.8K
6.17K $260K
BXP
Boston Properties Inc

Real Estate
160
+ 2.53%
$62.11 - $78.93 $9.94K - $12.6K
6.48K $481K
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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