Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPNG
Coupang, Inc.

Consumer Cyclical
-5.91K
- 41.68%
$19.76 - $30.81 $117K - $182K
8.26K $247K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-4.91K
- 8.04%
$10.79 - $14.14 $53K - $69.5K
56.2K $771K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-919
- 13.24%
$118.46 - $143.72 $109K - $132K
6.02K $865K
GTES
Gates Industrial Corp PLC

Industrials
-6.33K
- 34.91%
$15.56 - $23.13 $98.4K - $146K
11.8K $271K
ANSS
Ansys Inc

Technology
-493
- 15.31%
$284.19 - $351.22 $140K - $173K
2.73K $958K
IRT
Independence Realty Trust, Inc.

Real Estate
-485
- 3.32%
$17.41 - $21.38 $8.44K - $10.4K
14.1K $249K
TTC
Toro CO

Industrials
-643
- 8.97%
$63.51 - $77.8 $40.8K - $50K
6.52K $461K
ISMD
Northern Lts Fd Tr Iv

ETFs
-2.07K
- 21.04%
$29.72 - $35.6 $61.5K - $73.7K
7.77K $275K
D
Dominion Energy, Inc

Utilities
-1.12K
- 10.32%
$49.66 - $58.0 $55.8K - $65.1K
9.76K $551K
HSBC
Hsbc Holdings PLC

Financial Services
-1.46K
- 15.96%
$46.68 - $61.09 $68.2K - $89.3K
7.69K $467K
STE
Steris PLC

Healthcare
-777
- 8.13%
$208.55 - $252.55 $162K - $196K
8.78K $2.11M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-777
- 20.46%
$67.03 - $80.35 $52.1K - $62.4K
3.02K $240K
RGEN
Repligen Corp

Healthcare
-405
- 19.3%
$108.89 - $145.23 $44.1K - $58.8K
1.69K $210K
FSEC
Fidel Merrimack Str Tr

ETFs
-1.29K
- 12.55%
$42.41 - $44.36 $54.8K - $57.3K
9K $391K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-323
- 11.01%
$139.81 - $165.8 $45.2K - $53.6K
2.61K $405K
FV
First Trust Dorsey Wright Focu

ETFs
-3.22K
- 10.42%
$48.43 - $59.26 $156K - $191K
27.7K $1.64M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.19K
- 0.97%
$49.79 - $50.75 $59.1K - $60.2K
121K $6.13M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-214
- 1.57%
$28.49 - $33.82 $6.1K - $7.24K
13.4K $397K
HLMN
Hillman Solutions Corp.

Industrials
-1.87K
- 7.69%
$6.66 - $8.99 $12.4K - $16.8K
22.4K $160K
MTN
Vail Resorts Inc

Consumer Cyclical
-290
- 14.03%
$131.42 - $164.64 $38.1K - $47.7K
1.78K $279K
NSC
Norfolk Southern Corp

Industrials
-642
- 10.88%
$206.34 - $257.46 $132K - $165K
5.26K $1.35M
GATX
Gatx Corp

Industrials
-298
- 13.02%
$141.27 - $159.24 $42.1K - $47.5K
1.99K $305K
HYMU
Blackrock ETF Tr Ii High Yield
-2.17K
- 9.37%
N/A
21K $481K
FIS
Fidelity National Information Services, Inc.

Technology
-1.3K
- 15.36%
$68.14 - $82.13 $88.6K - $107K
7.17K $583K
WFG
West Fraser Timber Co., LTD

Basic Materials
-474
- 13.57%
$70.53 - $78.77 $33.4K - $37.3K
3.02K $221K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-277
- 3.43%
$30.03 - $40.05 $8.32K - $11.1K
7.79K $274K
MINO
Pimco ETF Tr Municipal Income

ETFs
-913
- 11.8%
$43.42 - $45.15 $39.6K - $41.2K
6.83K $301K
SIGI
Selective Insurance Group Inc

Financial Services
-364
- 13.59%
$82.37 - $92.83 $30K - $33.8K
2.31K $200K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.28K
- 16.73%
$201.28 - $266.34 $258K - $341K
6.38K $1.7M
PFGC
Performance Food Group CO

Consumer Defensive
-884
- 23.32%
$71.62 - $89.56 $63.3K - $79.2K
2.91K $254K
INGR
Ingredion Inc

Consumer Defensive
-337
- 13.36%
$123.22 - $140.95 $41.5K - $47.5K
2.19K $296K
TRU
Trans Union

Industrials
-1.05K
- 10.54%
$69.26 - $91.89 $72.8K - $96.6K
8.92K $784K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-669
- 6.51%
$45.9 - $48.26 $30.7K - $32.3K
9.61K $448K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.29K
- 24.3%
$41.79 - $54.16 $53.7K - $69.6K
4.01K $211K
HDB
Hdfc Bank LTD

Financial Services
-2.79K
- 16.75%
$63.78 - $77.48 $178K - $216K
13.9K $1.06M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-887
- 14.04%
$49.18 - $50.17 $43.6K - $44.5K
5.43K $272K
K
Kellogg CO

Consumer Defensive
-390
- 10.2%
$77.85 - $82.88 $30.4K - $32.3K
3.43K $272K
CSWI
Csw Industrials, Inc.

Industrials
-123
- 8.16%
$254.34 - $336.43 $31.3K - $41.4K
1.39K $397K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-2.68K
- 18.85%
$27.43 - $34.32 $73.6K - $92.1K
11.6K $395K
MTDR
Matador Resources CO

Energy
-444
- 6.99%
$36.67 - $52.23 $16.3K - $23.2K
5.91K $282K
SNDR
Schneider National, Inc.

Industrials
-2.39K
- 17.42%
$21.06 - $24.75 $50.3K - $59.1K
11.3K $273K
KAI
Kadant Inc

Industrials
-72
- 8.91%
$286.24 - $350.17 $20.6K - $25.2K
736 $233K
AUB
Atlantic Union Bankshares Corp

Financial Services
-1.3K
- 15.55%
$23.85 - $32.24 $31.1K - $42K
7.07K $221K
IEX
Idex Corp

Industrials
-171
- 11.57%
$160.66 - $191.29 $27.5K - $32.7K
1.31K $229K
FLGB
Franklin Templeton ETF Tr

ETFs
-3.39K
- 10.07%
$25.34 - $31.3 $85.8K - $106K
30.3K $926K
UTZ
Utz Brands, Inc.

Consumer Defensive
-1.11K
- 7.72%
$11.62 - $14.29 $12.9K - $15.9K
13.3K $166K
UFPI
Ufp Industries Inc

Basic Materials
-91
- 2.71%
$94.93 - $109.1 $8.64K - $9.93K
3.27K $324K
GMAB
Genmab A/S

Healthcare
-2.35K
- 16.79%
$17.98 - $23.09 $42.3K - $54.3K
11.7K $240K
CNP
Centerpoint Energy Inc

Utilities
-1.07K
- 10.87%
$35.5 - $39.05 $37.9K - $41.7K
8.77K $322K
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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