Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWBC
East West Bancorp Inc

Financial Services
-1.3K
- 19.97%
$84.35 - $103.91 $109K - $135K
5.19K $465K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-13.4K
- 30.69%
$13.05 - $13.97 $175K - $187K
30.2K $411K
VIRT
Virtu Financial, Inc.

Financial Services
-4.72K
- 45.16%
$34.19 - $40.96 $161K - $193K
5.73K $218K
COLD
Americold Realty Trust

Real Estate
-7.08K
- 35.35%
$20.74 - $23.05 $147K - $163K
12.9K $277K
OMC
Omnicom Group Inc.

Communication Services
-1.3K
- 9.35%
$79.43 - $88.34 $103K - $114K
12.6K $1.04M
BLDR
Builders First Source, Inc.

Industrials
-678
- 18.46%
$122.8 - $173.51 $83.3K - $118K
3K $374K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.06K
- 10.41%
$65.27 - $71.18 $134K - $146K
17.7K $1.17M
MIDD
Middleby Corp

Industrials
-1.36K
- 39.29%
$133.93 - $172.89 $183K - $236K
2.11K $320K
NPO
Enpro Industries, Inc

Industrials
-692
- 19.9%
$161.21 - $207.46 $112K - $144K
2.79K $450K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-1.21K
- 18.35%
$160.89 - $187.27 $195K - $227K
5.4K $933K
PINS
Pinterest, Inc.

Communication Services
-5.89K
- 33.26%
$29.79 - $40.0 $176K - $236K
11.8K $366K
EGP
Eastgroup Properties Inc

Real Estate
-1.19K
- 29.57%
$155.63 - $187.46 $184K - $222K
2.82K $497K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.59K
- 25.21%
$55.14 - $60.29 $143K - $156K
7.68K $442K
GMAB
Genmab A/S

Healthcare
-6.07K
- 30.21%
$18.69 - $24.14 $113K - $146K
14K $274K
DG
Dollar General Corp

Consumer Defensive
-2.3K
- 48.04%
$68.44 - $87.93 $157K - $202K
2.48K $218K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-900
- 19.39%
$1187.71 - $1432.58 $1.07M - $1.29M
3.74K $5.36M
FNDX
Schwab Fundamental U S Large C

ETFs
-6.02K
- 24.9%
$23.03 - $25.01 $139K - $150K
18.1K $428K
SOFI
So Fi Technologies, Inc.

Financial Services
-4.98K
- 21.92%
$11.18 - $18.03 $55.7K - $89.9K
17.8K $206K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.16K
- 29.63%
$132.75 - $177.12 $287K - $383K
5.14K $784K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.82K
- 22.12%
$98.98 - $113.18 $180K - $206K
6.42K $726K
PEN
Penumbra Inc

Healthcare
-855
- 29.82%
$237.28 - $303.76 $203K - $260K
2.01K $538K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-2.08K
- 29.04%
$67.41 - $69.37 $140K - $144K
5.09K $350K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-11.9K
- 50.45%
$12.89 - $15.19 $154K - $181K
11.7K $174K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-1.59K
- 31.13%
$68.37 - $87.97 $109K - $140K
3.52K $241K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.64K
- 18.71%
$49.69 - $50.76 $131K - $134K
11.5K $573K
KFRC
Kforce Inc

Industrials
-1.72K
- 26.6%
$48.42 - $56.93 $83K - $97.6K
4.73K $231K
PATK
Patrick Industries Inc

Consumer Cyclical
-1.69K
- 30.38%
$82.13 - $97.92 $138K - $165K
3.86K $326K
UFPI
Ufp Industries Inc

Basic Materials
-1.02K
- 23.37%
$103.91 - $118.67 $106K - $122K
3.36K $359K
XRAY
Dentsply Sirona Inc.

Healthcare
-4.61K
- 28.97%
$14.93 - $20.31 $68.8K - $93.5K
11.3K $168K
FSLR
First Solar, Inc.

Technology
-256
- 12.66%
$126.34 - $197.73 $32.3K - $50.6K
1.77K $223K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.43K
- 30.98%
$49.36 - $53.08 $120K - $129K
5.42K $270K
BC
Brunswick Corp

Consumer Cyclical
-1.36K
- 25.02%
$53.49 - $70.51 $72.7K - $95.8K
4.07K $219K
STRL
Sterling Construction CO Inc

Industrials
-172
- 8.44%
$108.65 - $200.56 $18.7K - $34.5K
1.87K $211K
INTA
Intapp, Inc.

Technology
-1.66K
- 28.0%
$57.21 - $74.1 $95.1K - $123K
4.27K $249K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-478
- 11.74%
$131.2 - $160.72 $62.7K - $76.8K
3.6K $475K
FTA
First Tr Large Cap Value

ETFs
-1.79K
- 6.14%
$74.42 - $80.34 $133K - $144K
27.4K $2.1M
SAIC
Science Applications International Corp

Technology
-1.17K
- 39.68%
$95.77 - $119.82 $112K - $141K
1.79K $200K
GGG
Graco Inc

Industrials
-1.49K
- 28.36%
$80.53 - $87.54 $120K - $130K
3.75K $313K
GWRE
Guidewire Software, Inc.

Technology
-1.39K
- 19.62%
$166.74 - $218.22 $231K - $303K
5.68K $1.06M
PPL
Ppl Corp

Utilities
-11K
- 14.88%
$31.68 - $36.11 $348K - $397K
62.8K $2.27M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.81K
- 26.74%
$48.3 - $52.85 $136K - $149K
7.7K $393K
TRMB
Trimble Inc.

Technology
-1.5K
- 27.82%
$65.52 - $77.49 $98K - $116K
3.88K $254K
ABEV
Ambev S.A.

Consumer Defensive
-72.8K
- 76.28%
$1.77 - $2.37 $129K - $173K
22.6K $52K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.38K
- 22.39%
$51.26 - $52.53 $122K - $125K
8.25K $425K
FELE
Franklin Electric CO Inc

Industrials
-1.17K
- 34.82%
$93.38 - $106.03 $110K - $124K
2.2K $206K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-664
- 16.23%
$119.87 - $145.05 $79.6K - $96.3K
3.43K $428K
VTR
Ventas, Inc.

Real Estate
-2.65K
- 42.48%
$56.9 - $70.47 $151K - $187K
3.59K $246K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-2.16K
- 22.58%
$110.55 - $130.35 $239K - $281K
7.4K $939K
CSL
Carlisle Companies Inc

Industrials
-226
- 14.85%
$326.43 - $408.24 $73.8K - $92.3K
1.3K $441K
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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