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
VMC
Vulcan Materials CO

Basic Materials
532
+ 15.66%
$226.49 - $276.01 $120K - $147K
3.93K $1.02M
WTS
Watts Water Technologies Inc

Industrials
947
New
$180.4 - $247.22 $171K - $234K
947 $232K
H
Hyatt Hotels Corp

Consumer Cyclical
1.66K
New
$104.22 - $139.65 $173K - $232K
1.66K $232K
OXM
Oxford Industries Inc

Consumer Cyclical
5.7K
New
$37.26 - $60.9 $212K - $347K
5.7K $229K
TOST
Toast, Inc.

Technology
1.16K
+ 7.49%
$30.03 - $45.23 $35K - $52.6K
16.7K $739K
FN
Fabrinet

Technology
751
New
$171.03 - $298.93 $128K - $224K
751 $221K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.35K
New
$52.84 - $65.52 $177K - $220K
3.35K $219K
PEP
Pepsico Inc

Consumer Defensive
12.9K
+ 15.56%
$128.02 - $151.37 $1.65M - $1.96M
96K $12.7M
FNV
Franco Nevada Corp

Basic Materials
790
+ 5.65%
$143.04 - $178.17 $113K - $141K
14.8K $2.42M
ROP
Roper Technologies Inc

Industrials
473
+ 20.59%
$519.19 - $590.78 $246K - $279K
2.77K $1.57M
IIPR
Innovative Industrial Properties Inc

Real Estate
3.89K
New
$48.03 - $58.9 $187K - $229K
3.89K $214K
BX
Blackstone Inc.

Financial Services
762
+ 7.43%
$120.07 - $151.11 $91.5K - $115K
11K $1.65M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.5K
+ 144.29%
$21.27 - $26.73 $244K - $306K
19.4K $425K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
7.27K
+ 0.99%
$21.71 - $22.3 $158K - $162K
741K $16.5M
JHMD
John Hancock ETF Tr Multifacto

ETFs
5.57K
New
$31.34 - $38.59 $175K - $215K
5.57K $213K
DAL
Delta Air Lines, Inc.

Industrials
2.19K
+ 11.62%
$35.88 - $52.99 $78.5K - $116K
21K $1.03M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.87K
+ 65.44%
$44.37 - $50.04 $216K - $244K
12.3K $585K
SYF
Synchrony Financial

Financial Services
634
+ 5.2%
$43.81 - $66.74 $27.8K - $42.3K
12.8K $855K
USPH
U S Physical Therapy Inc

Healthcare
2.63K
New
$65.08 - $79.84 $171K - $210K
2.63K $205K
AMWD
American Woodmark Corp

Consumer Cyclical
3.85K
New
$50.27 - $61.67 $194K - $237K
3.85K $205K
SQ
Block, Inc.

Technology
3.54K
+ 4.78%
N/A
77.5K $4.44M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.96K
+ 51.4%
$47.94 - $52.5 $190K - $208K
11.7K $596K
CCJ
Cameco Corp

Energy
2.73K
New
$36.68 - $74.46 $100K - $203K
2.73K $202K
BHE
Benchmark Electronics Inc

Technology
5.1K
+ 85.34%
$32.53 - $39.36 $166K - $201K
11.1K $429K
WCC
Wesco International Inc

Industrials
1.09K
New
$132.86 - $186.1 $144K - $202K
1.09K $201K
ILMN
Illumina, Inc.

Healthcare
99
+ 0.83%
$70.3 - $95.41 $6.96K - $9.45K
12.1K $1.15M
AVUS
American Centy ETF Tr Avantis

ETFs
1.99K
New
$81.38 - $100.82 $162K - $200K
1.99K $200K
IVZ
Invesco Ltd.

Financial Services
12.5K
New
$12.14 - $15.77 $152K - $197K
12.5K $196K
TALO
Talos Energy Inc.

Energy
24K
+ 237.21%
$6.38 - $9.56 $153K - $229K
34.1K $288K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.76K
+ 13.43%
$50.28 - $50.47 $189K - $190K
31.8K $1.6M
AMBC
Ambac Financial Group Inc

Financial Services
29.1K
+ 232.62%
$6.53 - $8.35 $190K - $243K
41.7K $295K
ENB
Enbridge Inc

Energy
852
+ 0.59%
$41.09 - $47.16 $35K - $40.2K
146K $6.63M
FULT
Fulton Financial Corp

Financial Services
10.3K
New
$15.13 - $18.4 $156K - $189K
10.3K $185K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.57K
+ 1.72%
$44.68 - $45.96 $160K - $164K
212K $9.69M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 24.03%
$88.49 - $92.4 $173K - $181K
10.1K $934K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.98K
+ 0.76%
$20.31 - $21.71 $40.3K - $43.1K
261K $5.68M
PTEN
Patterson Uti Energy Inc

Energy
29.2K
New
$5.46 - $8.56 $159K - $250K
29.2K $173K
LCII
Lci Industries

Consumer Cyclical
1.76K
+ 65.44%
$75.07 - $92.4 $132K - $163K
4.46K $406K
CENTA
Central Garden & Pet Company C

Consumer Defensive
5.72K
+ 83.7%
$29.57 - $32.86 $169K - $188K
12.5K $392K
UA
Under Armour Inc Cl C

Consumer Cyclical
25.6K
New
$4.73 - $6.59 $121K - $168K
25.6K $165K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.06K
+ 4.82%
$37.68 - $50.22 $39.9K - $53.1K
23K $1.13M
NEOG
Neogen Corp

Healthcare
49.4K
+ 260.57%
$4.39 - $8.59 $217K - $424K
68.3K $326K
VICI
Vici Properties Inc.

Real Estate
4.97K
+ 11.21%
$29.41 - $32.97 $146K - $164K
49.3K $1.61M
WDFC
Wd 40 CO

Basic Materials
771
+ 80.73%
$217.49 - $248.93 $168K - $192K
1.73K $393K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.04K
+ 14.84%
$54.44 - $62.8 $111K - $128K
15.8K $990K
L
Loews Corp

Financial Services
1.8K
+ 5.81%
$80.89 - $92.09 $146K - $166K
32.8K $3M
MNDY
Monday.Com Ltd.

Technology
231
+ 19.43%
$217.77 - $314.48 $50.3K - $72.6K
1.42K $446K
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.72K
+ 15.04%
$34.67 - $41.47 $94.3K - $113K
20.8K $862K
CRBG
Corebridge Financial, Inc.

Financial Services
1.78K
+ 7.72%
$25.41 - $35.83 $45.3K - $63.8K
24.9K $882K
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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