Envestnet Portfolio Solutions, Inc. Incresed Positions in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YLD
Principal Exchange Traded Fds

ETFs
79.9K
+ 65.72%
$18.16 - $19.37 $1.45M - $1.55M
201K $3.9M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
47.6K
+ 41.98%
$36.65 - $42.44 $1.75M - $2.02M
161K $6.54M
PH
Parker Hannifin Corp

Industrials
351
+ 2.44%
$517.23 - $700.54 $182K - $246K
14.7K $10.3M
UNP
Union Pacific Corp

Industrials
8.93K
+ 10.57%
$208.27 - $238.46 $1.86M - $2.13M
93.3K $21.5M
JPIE
J P Morgan Exchange Traded Fd
32.6K
+ 50.04%
$45.12 - $46.32 $1.47M - $1.51M
97.7K $4.52M
AEE
Ameren Corp

Utilities
17.8K
+ 37.77%
$94.23 - $101.68 $1.68M - $1.81M
64.9K $6.23M
BA
Boeing CO

Industrials
3.13K
+ 14.39%
$136.59 - $217.51 $427K - $680K
24.8K $5.21M
UHS
Universal Health Services Inc

Healthcare
9.03K
+ 38.4%
$157.05 - $197.94 $1.42M - $1.79M
32.5K $5.89M
THC
Tenet Healthcare Corp

Healthcare
5.84K
+ 58.65%
$110.41 - $176.0 $645K - $1.03M
15.8K $2.78M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.41K
+ 1.51%
$72.96 - $90.39 $175K - $217K
161K $14.4M
VV
Vanguard Large Cap ETF

ETFs
2.23K
+ 8.17%
$228.25 - $285.3 $508K - $635K
29.5K $8.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.28K
+ 14.82%
$310.86 - $348.77 $2.89M - $3.24M
71.9K $23M
SEIC
Sei Investments CO

Financial Services
13.8K
+ 118.59%
$66.45 - $89.86 $914K - $1.24M
25.4K $2.28M
EHC
Encompass Health Corp

Healthcare
10.1K
+ 159.75%
$96.12 - $122.63 $969K - $1.24M
16.4K $2.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13.9K
+ 5.25%
$85.42 - $94.39 $1.19M - $1.31M
279K $26.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
7.85K
+ 152.72%
$144.63 - $179.53 $1.14M - $1.41M
13K $2.14M
JBBB
Janus Detroit Str Tr Henderson

ETFs
27.9K
+ 134.79%
$46.79 - $48.56 $1.3M - $1.35M
48.5K $2.34M
EWBC
East West Bancorp Inc

Financial Services
12.4K
+ 238.14%
$71.03 - $101.75 $878K - $1.26M
17.6K $1.77M
DTM
Dt Midstream, Inc.

Energy
10.9K
+ 179.16%
$87.23 - $109.91 $948K - $1.19M
16.9K $1.86M
IBM
International Business Machines Corp

Technology
1.53K
+ 8.6%
$221.03 - $294.78 $338K - $451K
19.3K $5.69M
TT
Trane Technologies PLC

Industrials
134
+ 1.12%
$315.21 - $437.41 $42.2K - $58.6K
12.1K $5.27M
UNM
Unum Group

Financial Services
15.6K
+ 311.86%
$70.48 - $82.91 $1.1M - $1.29M
20.6K $1.66M
IGV
Ishares Expanded Tech Software

ETFs
6.98K
+ 30.01%
$80.15 - $109.5 $559K - $764K
30.2K $3.31M
ATI
Allegheny Technologies Inc

Industrials
3.1K
+ 11.04%
$41.97 - $86.8 $130K - $269K
31.2K $2.69M
EUSB
Ishares Tr Esg Advanced Total

Technology
26.1K
+ 7.69%
$42.54 - $43.56 $1.11M - $1.14M
365K $15.9M
XSMO
Invesco S&P Smallcap Momentum

ETFs
8.06K
+ 6.57%
$55.15 - $68.11 $444K - $549K
131K $8.88M
DT
Dynatrace, Inc.

Technology
15.6K
+ 39.98%
$41.21 - $55.9 $644K - $874K
54.7K $3.02M
NVT
N Vent Electric PLC

Industrials
12.7K
+ 126.24%
$45.2 - $73.35 $572K - $928K
22.7K $1.66M
NKE
Nike, Inc.

Consumer Cyclical
8.39K
+ 12.03%
$53.27 - $72.04 $447K - $604K
78.1K $5.55M
WSM
Williams Sonoma Inc

Consumer Cyclical
6.76K
+ 272.28%
$137.62 - $174.44 $930K - $1.18M
9.24K $1.51M
IGF
Ishares Global Infrastructure

ETFs
18.1K
+ 444.41%
$50.55 - $59.83 $916K - $1.08M
22.2K $1.31M
CMS
Cms Energy Corp

Utilities
22.2K
+ 28.33%
$68.57 - $75.51 $1.52M - $1.67M
100K $6.95M
AYI
Acuity Brands Inc

Industrials
3.33K
+ 144.72%
$223.31 - $304.18 $744K - $1.01M
5.63K $1.68M
FE
Firstenergy Corp

Utilities
26.7K
+ 111.89%
$38.31 - $43.17 $1.02M - $1.15M
50.5K $2.03M
C
Citigroup Inc

Financial Services
3.24K
+ 5.91%
$58.13 - $85.12 $188K - $276K
58.1K $4.94M
EMR
Emerson Electric CO

Industrials
5.01K
+ 31.05%
$94.15 - $133.33 $471K - $668K
21.1K $2.82M
AM
Antero Midstream Corp

Energy
53.4K
+ 211.9%
$15.88 - $18.99 $848K - $1.01M
78.6K $1.49M
PARR
Par Pacific Holdings, Inc.

Energy
32.8K
+ 241.25%
$12.23 - $27.87 $401K - $913K
46.4K $1.23M
IWL
Ishares Tr Russell 200 ETF

ETFs
335
+ 0.54%
$122.36 - $153.12 $41K - $51.3K
62K $9.5M
RGA
Reinsurance Group Of America Inc

Financial Services
4.93K
+ 21.48%
$168.32 - $209.71 $830K - $1.03M
27.9K $5.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.01K
+ 3.55%
$108.12 - $135.04 $217K - $271K
58.5K $7.9M
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
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
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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