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
SQEW
Two Rds Shared Tr Leadershares

ETFs
-28.5K
- 45.94%
$27.51 - $32.95 $785K - $940K
33.6K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12K
- 3.39%
$24.32 - $27.87 $292K - $335K
342K $9.07M
DD
Du Pont De Nemours, Inc.

Basic Materials
-10.3K
- 53.06%
$55.13 - $75.25 $569K - $776K
9.13K $626K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-17.5K
- 46.22%
$46.47 - $47.67 $811K - $832K
20.3K $967K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-28.6K
- 7.5%
$29.07 - $29.38 $832K - $841K
353K $10.3M
GRMN
Garmin LTD

Technology
-3.54K
- 52.75%
$173.63 - $218.07 $615K - $773K
3.17K $662K
OCIO
ETF Ser Solutions Clearshares

ETFs
-23.6K
- 71.21%
$30.61 - $35.23 $721K - $830K
9.52K $335K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-10.9K
- 71.49%
$65.04 - $82.18 $707K - $893K
4.33K $356K
HPQ
Hp Inc

Technology
-17.7K
- 19.23%
$21.88 - $29.32 $387K - $518K
74.3K $1.82M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-12.5K
- 22.49%
$73.7 - $90.98 $919K - $1.13M
43K $3.91M
IFF
International Flavors & Fragrances Inc

Basic Materials
-8.79K
- 67.95%
$66.85 - $79.33 $588K - $697K
4.15K $304K
EXPD
Expeditors International Of Washington Inc

Industrials
-5.46K
- 46.86%
$102.84 - $122.24 $562K - $668K
6.19K $707K
ECL
Ecolab Inc.

Basic Materials
-3.48K
- 22.68%
$225.65 - $270.95 $784K - $942K
11.8K $3.19M
DJP
Barclays Bank PLC

ETFs
-21.3K
- 39.26%
N/A
33K $1.06M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-6.57K
- 53.02%
$99.97 - $129.69 $657K - $852K
5.82K $606K
WST
West Pharmaceutical Services Inc

Healthcare
-2.91K
- 29.88%
$190.39 - $227.7 $554K - $663K
6.83K $1.49M
ICLR
Icon PLC

Healthcare
-3.62K
- 71.36%
$126.62 - $168.7 $459K - $611K
1.45K $211K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-5.2K
- 47.46%
$149.56 - $212.83 $778K - $1.11M
5.76K $1.23M
HYGV
Flexshares Tr High Yield Value

ETFs
-22.8K
- 5.61%
$38.45 - $41.03 $878K - $937K
384K $15.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-27.4K
- 62.7%
$24.19 - $24.45 $663K - $670K
16.3K $397K
GLOB
Globant S.A.

Technology
-4.68K
- 54.6%
$87.63 - $140.36 $410K - $657K
3.89K $353K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-180K
- 10.68%
$55.54 - $69.09 $9.98M - $12.4M
1.5M $104M
CL
Colgate Palmolive CO

Consumer Defensive
-6.47K
- 29.09%
$87.57 - $96.0 $566K - $621K
15.8K $1.43M
FITB
Fifth Third Bancorp

Financial Services
-19.6K
- 23.81%
$33.32 - $41.51 $655K - $816K
62.9K $2.59M
VEEV
Veeva Systems Inc

Healthcare
-7.64K
- 27.71%
$209.39 - $289.94 $1.6M - $2.21M
19.9K $5.74M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-13.6K
- 64.14%
$45.58 - $48.28 $620K - $657K
7.61K $367K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-25.7K
- 32.1%
$24.66 - $25.17 $634K - $647K
54.4K $1.37M
SPGI
S&P Global Inc.

Financial Services
-1.9K
- 9.88%
$438.31 - $527.29 $833K - $1M
17.3K $9.15M
NTAP
Net App, Inc.

Technology
-9.34K
- 47.9%
$76.1 - $106.55 $711K - $996K
10.2K $1.08M
FBT
First Trust Nyse Arca Biotechn

ETFs
-3.6K
- 70.41%
$145.67 - $165.99 $524K - $597K
1.51K $243K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.62K
- 17.24%
$416.06 - $551.64 $3.59M - $4.76M
41.4K $22.8M
FDN
First Tr Fd Dow Jones

ETFs
-3.13K
- 65.46%
$200.29 - $269.33 $626K - $842K
1.65K $444K
SUB
Ishares Short Term National Mu

ETFs
-5.98K
- 21.5%
$104.77 - $106.34 $626K - $635K
21.8K $2.32M
PSX
Phillips 66

Energy
-3.63K
- 8.41%
$92.87 - $125.73 $337K - $456K
39.5K $4.71M
WMS
Advanced Drainage Systems, Inc.

Industrials
-5.76K
- 72.93%
$96.79 - $123.55 $557K - $711K
2.14K $245K
DEO
Diageo PLC

Consumer Defensive
-4.97K
- 17.9%
$99.86 - $115.75 $496K - $575K
22.8K $2.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-13.2K
- 30.7%
$43.63 - $45.4 $576K - $599K
29.8K $1.33M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-32.5K
- 41.29%
$17.99 - $18.99 $585K - $617K
46.2K $877K
VOX
Vanguard Communication Service

ETFs
-10.2K
- 20.1%
$133.12 - $171.03 $1.35M - $1.74M
40.4K $6.92M
DRI
Darden Restaurants Inc

Consumer Cyclical
-4.34K
- 12.33%
$186.58 - $225.78 $810K - $980K
30.9K $6.73M
CGCP
Capital Group Core Plus Income

ETFs
-26.1K
- 46.67%
$21.92 - $22.56 $572K - $589K
29.8K $671K
LYV
Live Nation Entertainment, Inc.

Communication Services
-5.14K
- 53.61%
$118.81 - $151.28 $611K - $778K
4.45K $673K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.7K
- 12.82%
$48.13 - $49.85 $516K - $535K
72.9K $3.58M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-5.48K
- 13.88%
$109.83 - $131.67 $602K - $722K
34K $4.32M
VIG
Vanguard Dividend Appreciation

ETFs
-3.14K
- 7.88%
N/A
36.7K $6.68M
ZBRA
Zebra Technologies Corp

Technology
-2.5K
- 31.74%
$213.54 - $309.26 $534K - $773K
5.38K $1.66M
FEP
First Trust Europe Alphadex Fu

ETFs
-15.1K
- 68.24%
$36.11 - $47.8 $544K - $721K
7.02K $335K
PGR
Progressive Corp

Financial Services
-932
- 4.75%
$255.27 - $288.74 $238K - $269K
18.7K $4.99M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-4.85K
- 31.86%
$86.97 - $102.82 $422K - $498K
10.4K $994K
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
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