Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
-48
- 1.49%
$69.77 - $86.83 $3.35K - $4.17K
3.17K $261K
VTOL
Bristow Group Inc.

Energy
-696
- 5.89%
$33.13 - $38.61 $23.1K - $26.9K
11.1K $400K
OC
Owens Corning

Industrials
-95
- 1.57%
$136.56 - $157.69 $13K - $15K
5.94K $840K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-120
- 4.59%
$158.03 - $197.08 $19K - $23.6K
2.49K $417K
USMC
Principal ETF U S Mega Cap

ETFs
-216
- 4.47%
$62.08 - $68.69 $13.4K - $14.8K
4.61K $314K
TDS
Telephone & Data Systems Inc

Communication Services
-1.77K
- 7.96%
$35.43 - $40.72 $62.8K - $72.2K
20.5K $804K
AVUS
American Centy ETF Tr Avantis

ETFs
-18
- 0.91%
$101.2 - $109.16 $1.82K - $1.96K
1.97K $214K
LFUS
Littelfuse Inc

Technology
-64
- 6.84%
$228.23 - $271.17 $14.6K - $17.4K
871 $225K
RIO
Rio Tinto PLC

Basic Materials
-357
- 7.32%
$57.66 - $66.01 $20.6K - $23.6K
4.52K $298K
SOXX
Ishares Semiconductor ETF

ETFs
-378
- 10.51%
$236.93 - $271.12 $89.6K - $102K
3.22K $872K
DTE
Dte Energy CO

Utilities
-298
- 4.75%
$130.26 - $141.49 $38.8K - $42.2K
5.98K $845K
VOT
Vanguard Mid Cap Growth Index

ETFs
-65
- 1.8%
$282.75 - $294.19 $18.4K - $19.1K
3.55K $1.04M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-284
- 0.77%
$18.82 - $19.8 $5.34K - $5.62K
36.5K $708K
CPF
Central Pacific Financial Corp

Financial Services
-842
- 4.72%
$26.15 - $31.5 $22K - $26.5K
17K $515K
MC
Moelis & CO

Financial Services
-351
- 7.18%
$64.0 - $77.75 $22.5K - $27.3K
4.54K $323K
ZWS
Zurn Water Solutions Corp

Industrials
-2.49K
- 19.12%
$36.48 - $47.94 $90.7K - $119K
10.5K $494K
FN
Fabrinet

Technology
-91
- 12.12%
$277.04 - $389.47 $25.2K - $35.4K
660 $240K
STX
Seagate Technology Holdings PLC

Technology
-649
- 34.52%
$142.01 - $236.06 $92.2K - $153K
1.23K $290K
CCJ
Cameco Corp

Energy
-70
- 2.57%
$70.47 - $86.89 $4.93K - $6.08K
2.66K $222K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.16K
- 11.55%
$28.71 - $37.46 $33.3K - $43.4K
8.87K $314K
VTRS
Viatris Inc

Healthcare
-26.9K
- 9.06%
$8.74 - $10.69 $235K - $288K
270K $2.68M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-16
- 0.57%
$126.64 - $135.65 $2.03K - $2.17K
2.81K $381K
FTC
First Tr Lge Cap Growth

ETFs
-136
- 2.91%
$149.47 - $162.84 $20.3K - $22.1K
4.54K $729K
WTS
Watts Water Technologies Inc

Industrials
-26
- 2.75%
$247.02 - $285.86 $6.42K - $7.43K
921 $257K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-41
- 0.4%
$32.53 - $35.69 $1.33K - $1.46K
10.2K $362K
PFS
Provident Financial Services Inc

Financial Services
-619
- 2.89%
$17.9 - $20.32 $11.1K - $12.6K
20.8K $400K
LYV
Live Nation Entertainment, Inc.

Communication Services
-168
- 3.78%
$143.56 - $174.06 $24.1K - $29.2K
4.28K $699K
HLMN
Hillman Solutions Corp.

Industrials
-2.13K
- 9.52%
$7.39 - $10.35 $15.8K - $22.1K
20.3K $186K
DFAU
Dimensional ETF Tr

ETFs
-484
- 3.42%
$42.42 - $45.96 $20.5K - $22.2K
13.7K $625K
TTWO
Take Two Interactive Software Inc

Communication Services
-390
- 4.74%
$217.37 - $259.96 $84.8K - $101K
7.85K $2.03M
AOS
Smith A O Corp

Industrials
-80
- 1.93%
$67.24 - $74.3 $5.38K - $5.94K
4.08K $299K
CUBI
Customers Bancorp, Inc.

Financial Services
-311
- 4.37%
$61.21 - $72.43 $19K - $22.5K
6.81K $444K
CTRE
Care Trust Reit, Inc.

Real Estate
-1.77K
- 7.72%
$30.29 - $34.8 $53.7K - $61.7K
21.2K $735K
SANM
Sanmina Corp

Technology
-1.08K
- 11.87%
$95.79 - $123.84 $103K - $134K
8.01K $921K
FSLR
First Solar, Inc.

Technology
-311
- 16.57%
$160.84 - $223.53 $50K - $69.5K
1.57K $345K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.21K
- 8.55%
$54.88 - $68.04 $66.3K - $82.3K
12.9K $869K
GXO
Gxo Logistics, Inc.

Industrials
-306
- 2.44%
$48.07 - $54.59 $14.7K - $16.7K
12.2K $647K
STC
Stewart Information Services Corp

Financial Services
-734
- 6.78%
$56.87 - $76.58 $41.7K - $56.2K
10.1K $740K
VIAV
Viavi Solutions Inc.

Technology
-1.49K
- 7.12%
$9.76 - $12.69 $14.5K - $18.9K
19.4K $246K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-331
- 3.28%
$46.25 - $56.87 $15.3K - $18.8K
9.75K $487K
CG
Carlyle Group Inc.

Financial Services
-759
- 10.23%
$52.82 - $69.35 $40.1K - $52.6K
6.66K $417K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.07K
- 4.99%
$72.65 - $78.68 $77.8K - $84.3K
20.4K $1.6M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.65K
- 22.19%
$17.64 - $29.81 $64.4K - $109K
12.8K $338K
MAS
Masco Corp

Industrials
-1.06K
- 5.53%
$64.44 - $76.07 $68K - $80.3K
18K $1.27M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-491
- 1.19%
$45.22 - $48.34 $22.2K - $23.7K
40.8K $1.95M
SGOL
Abrdn Gold ETF Trust

ETFs
-467
- 4.06%
$31.18 - $36.81 $14.6K - $17.2K
11K $405K
BKR
Baker Hughes CO

Energy
-26.3K
- 20.63%
$38.68 - $50.55 $1.02M - $1.33M
101K $4.94M
MANH
Manhattan Associates Inc

Technology
-113
- 1.25%
$196.16 - $227.94 $22.2K - $25.8K
8.95K $1.83M
NWN
Northwest Natural Holding CO

Utilities
-767
- 5.11%
$39.48 - $44.93 $30.3K - $34.5K
14.3K $640K
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email