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
APG
A Pi Group Corp

Industrials
-1.99K
- 24.71%
$32.2 - $51.23 $64.2K - $102K
6.07K $309K
NUE
Nucor Corp

Basic Materials
-153
- 3.38%
$103.22 - $131.43 $15.8K - $20.1K
4.37K $566K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-439
- 3.51%
$96.02 - $124.33 $42.2K - $54.6K
12.1K $1.39M
BEN
Franklin Resources Inc

Financial Services
-1.53K
- 11.85%
$16.66 - $23.85 $25.4K - $36.4K
11.4K $270K
CMI
Cummins Inc

Industrials
-108
- 2.57%
$267.12 - $336.65 $28.8K - $36.4K
4.1K $1.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-369
- 2.11%
$20.42 - $25.3 $7.53K - $9.34K
17.1K $433K
IRM
Iron Mountain Inc

Real Estate
-1.28K
- 13.54%
$76.93 - $105.25 $98.1K - $134K
8.14K $835K
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.23K
- 11.84%
$60.47 - $79.12 $74.2K - $97.1K
9.13K $703K
TRMB
Trimble Inc.

Technology
-157
- 4.04%
$55.12 - $75.98 $8.65K - $11.9K
3.73K $283K
CF
Cf Industries Holdings, Inc.

Basic Materials
-409
- 8.47%
$68.47 - $102.48 $28K - $41.9K
4.42K $406K
DG
Dollar General Corp

Consumer Defensive
-284
- 11.43%
$86.02 - $114.95 $24.4K - $32.6K
2.2K $251K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-2.29K
- 4.7%
$46.99 - $54.77 $107K - $125K
46.4K $2.54M
HLI
Houlihan Lokey, Inc.

Financial Services
-747
- 8.15%
$141.59 - $182.75 $106K - $137K
8.41K $1.51M
ITT
Itt Inc.

Industrials
-324
- 9.95%
$112.67 - $157.95 $36.5K - $51.2K
2.93K $459K
NXPI
Nxp Semiconductors N.V.

Technology
-537
- 9.71%
$153.5 - $218.72 $82.4K - $117K
4.99K $1.09M
EMGF
Ishares Msci Emerging Markets

ETFs
-727
- 4.9%
$41.37 - $52.07 $30.1K - $37.9K
14.1K $734K
FIW
First Trust Water ETF

ETFs
-131
- 1.73%
$90.26 - $108.05 $11.8K - $14.2K
7.46K $805K
KEYS
Keysight Technologies, Inc.

Technology
-74
- 1.91%
$127.02 - $165.4 $9.4K - $12.2K
3.81K $623K
FDD
First Trust Stoxx European Sel

ETFs
-3.75K
- 7.26%
$12.08 - $15.54 $45.3K - $58.3K
47.9K $744K
BWA
Borgwarner Inc

Consumer Cyclical
-267
- 2.46%
$24.84 - $33.92 $6.63K - $9.06K
10.6K $354K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.26K
- 5.01%
$24.94 - $31.15 $31.4K - $39.2K
23.8K $741K
NTRA
Natera, Inc.

Healthcare
-998
- 12.73%
$132.23 - $171.87 $132K - $172K
6.84K $1.16M
EEM
Ishares Msci Emerging Markets

ETFs
-281
- 2.09%
$38.52 - $48.28 $10.8K - $13.6K
13.1K $633K
MCO
Moodys Corp

Financial Services
-423
- 5.83%
$396.7 - $501.59 $168K - $212K
6.84K $3.43M
PRIM
Primoris Services Corp

Industrials
-451
- 10.54%
$52.66 - $80.05 $23.7K - $36.1K
3.83K $298K
DOV
Dover Corp

Industrials
-177
- 1.54%
$151.14 - $186.7 $26.8K - $33K
11.3K $2.07M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-86
- 0.42%
$33.42 - $40.68 $2.87K - $3.5K
20.2K $821K
RL
Ralph Lauren Corp

Consumer Cyclical
-236
- 10.56%
$182.34 - $286.22 $43K - $67.5K
2K $548K
FTC
First Tr Lge Cap Growth

ETFs
-272
- 5.5%
$116.97 - $150.97 $31.8K - $41.1K
4.67K $705K
BSY
Bentley Systems Inc

Technology
-4.42K
- 21.58%
$38.62 - $53.97 $171K - $239K
16.1K $867K
NEU
Newmarket Corp

Basic Materials
-20
- 3.13%
$519.95 - $690.86 $10.4K - $13.8K
618 $426K
SAN
Banco Santander, S.A.

Financial Services
-1.13K
- 2.4%
$5.72 - $8.32 $6.44K - $9.36K
45.7K $379K
SLAB
Silicon Laboratories Inc.

Technology
-1.36K
- 17.49%
$86.17 - $148.63 $117K - $202K
6.4K $942K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-886
- 1.83%
$11.9 - $15.57 $10.5K - $13.8K
47.5K $730K
FID
First Tr Exchange Trded Fd Vi

ETFs
-3.87K
- 5.2%
$15.86 - $19.39 $61.3K - $74.9K
70.4K $1.35M
INSM
Insmed Inc

Healthcare
-705
- 11.96%
$64.81 - $105.9 $45.7K - $74.7K
5.19K $522K
WWD
Woodward, Inc.

Industrials
-95
- 6.08%
$157.29 - $247.55 $14.9K - $23.5K
1.47K $359K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-95
- 2.11%
$153.22 - $199.8 $14.6K - $19K
4.41K $826K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-399
- 12.52%
$87.64 - $143.29 $35K - $57.2K
2.79K $399K
FIVE
Five Below, Inc

Consumer Cyclical
-808
- 24.42%
$55.75 - $131.18 $45K - $106K
2.5K $328K
WING
Wingstop Inc.

Consumer Cyclical
-59
- 6.53%
$210.24 - $381.46 $12.4K - $22.5K
844 $284K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-367
- 0.88%
$33.38 - $40.81 $12.3K - $15K
41.2K $1.68M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-160
- 3.74%
$105.2 - $141.69 $16.8K - $22.7K
4.12K $583K
EWY
Ishares Inc Msci South Korea E

ETFs
-592
- 8.09%
$48.92 - $72.65 $29K - $43K
6.73K $482K
ROAD
Construction Partners, Inc.

Industrials
-306
- 8.58%
$68.75 - $110.36 $21K - $33.8K
3.26K $346K
TPR
Tapestry, Inc.

Consumer Cyclical
-438
- 5.93%
$60.6 - $87.81 $26.5K - $38.5K
6.95K $609K
SOFI
So Fi Technologies, Inc.

Financial Services
-1.31K
- 7.38%
$9.5 - $18.21 $12.4K - $23.9K
16.4K $299K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-12.8K
- 15.37%
$13.42 - $20.22 $172K - $259K
70.5K $1.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7.37K
- 7.46%
$49.48 - $61.22 $365K - $451K
91.5K $5.57M
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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