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
AON
Aon PLC

Financial Services
-712
- 28.14%
$335.85 - $398.81 $239K - $284K
1.82K $648K
EQIX
Equinix Inc

Real Estate
-269
- 3.7%
$740.07 - $914.43 $199K - $246K
7K $5.57M
HUM
Humana Inc

Healthcare
-1.28K
- 55.96%
$224.93 - $295.04 $288K - $378K
1.01K $246K
MCHI
Ishares Msci China ETF

ETFs
-6.63K
- 38.31%
$45.22 - $55.86 $300K - $371K
10.7K $588K
CHKP
Check Point Software Technologies LTD

Technology
-1.44K
- 29.09%
$204.26 - $233.47 $294K - $335K
3.5K $774K
CDW
Cdw Corp

Technology
-2.47K
- 49.66%
$144.49 - $190.68 $356K - $470K
2.5K $446K
OKE
Oneok Inc

Energy
-2.62K
- 35.74%
$78.71 - $100.37 $206K - $263K
4.71K $384K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
-9.42K
- 54.08%
$32.53 - $36.4 $306K - $343K
8K $286K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-11K
- 27.86%
$35.9 - $43.76 $397K - $483K
28.6K $1.24M
TSN
Tyson Foods, Inc.

Consumer Defensive
-3.08K
- 14.75%
$54.33 - $63.56 $167K - $196K
17.8K $995K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-29.1K
- 46.62%
$15.54 - $23.35 $452K - $680K
33.3K $778K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-36.5K
- 10.82%
$59.98 - $74.92 $2.19M - $2.74M
301K $22.4M
CHD
Church & Dwight CO Inc

Consumer Defensive
-902
- 5.38%
$91.57 - $110.76 $82.6K - $99.9K
15.9K $1.52M
DVY
Ishares Tr

ETFs
-2.12K
- 8.23%
$118.37 - $134.86 $250K - $285K
23.6K $3.14M
LYG
Lloyds Banking Group PLC

Financial Services
-91.6K
- 52.96%
$3.32 - $4.29 $304K - $393K
81.4K $345K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-3.37K
- 45.76%
$89.02 - $104.29 $300K - $351K
3.99K $416K
ARES
Ares Management Corp

Financial Services
-6.22K
- 21.56%
$118.04 - $175.83 $735K - $1.09M
22.6K $3.92M
JBL
Jabil Inc

Technology
-7.26K
- 46.63%
$116.88 - $218.1 $849K - $1.58M
8.31K $1.81M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-6.05K
- 52.69%
$48.46 - $50.2 $293K - $303K
5.43K $269K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.83K
- 19.75%
$162.65 - $188.71 $298K - $346K
7.45K $1.41M
GLDM
World Gold Trust

ETFs
-5.18K
- 51.68%
$58.96 - $67.97 $305K - $352K
4.84K $316K
TXN
Texas Instruments Inc

Technology
-1.55K
- 3.48%
N/A
43K $8.37M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-5.79K
- 4.33%
$47.55 - $50.44 $275K - $292K
128K $6.42M
SONY
Sony Group Corp

Technology
-13K
- 17.67%
$21.24 - $26.88 $276K - $349K
60.6K $1.58M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.75K
- 38.14%
$90.85 - $102.31 $250K - $281K
4.46K $449K
SU
Suncor Energy Inc

Energy
-5.58K
- 9.05%
$31.54 - $41.04 $176K - $229K
56.1K $2.1M
DDOG
Datadog, Inc.

Technology
-7.26K
- 36.93%
$87.0 - $134.33 $632K - $976K
12.4K $1.67M
OTIS
Otis Worldwide Corp

Industrials
-2.07K
- 10.99%
$90.88 - $104.3 $188K - $215K
16.7K $1.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-9.94K
- 20.09%
$26.18 - $26.93 $260K - $268K
39.5K $1.05M
OMC
Omnicom Group Inc.

Communication Services
-1.9K
- 15.16%
$69.22 - $79.77 $132K - $152K
10.7K $766K
CI
Cigna Corp

Healthcare
-918
- 5.25%
$301.89 - $340.04 $277K - $312K
16.6K $5.48M
QCOM
Qualcomm Inc

Technology
-4.2K
- 5.91%
$124.66 - $159.48 $524K - $670K
67K $10.7M
EXR
Extra Space Storage Inc.

Real Estate
-1.73K
- 18.99%
$126.61 - $152.99 $219K - $264K
7.37K $1.09M
ROL
Rollins Inc

Consumer Cyclical
-5.89K
- 18.81%
$50.65 - $58.58 $298K - $345K
25.4K $1.44M
PCEF
Invesco Cef Income Composite E

ETFs
-13.9K
- 55.41%
$16.85 - $19.54 $234K - $271K
11.2K $218K
TECH
Bio Techne Corp

Healthcare
-593
- 1.94%
$46.66 - $58.38 $27.7K - $34.6K
29.9K $1.54M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.82K
- 32.04%
$37.08 - $42.26 $216K - $246K
12.3K $511K
CCI
Crown Castle International Corp

Real Estate
-2.07K
- 12.36%
$94.83 - $107.06 $196K - $222K
14.7K $1.51M
HUBS
Hubspot Inc

Technology
-393
- 30.78%
$487.07 - $672.24 $191K - $264K
884 $492K
ED
Consolidated Edison Inc

Utilities
-708
- 4.48%
$98.05 - $113.3 $69.4K - $80.2K
15.1K $1.51M
PANW
Palo Alto Networks Inc

Technology
-16.2K
- 17.86%
$152.44 - $204.64 $2.47M - $3.31M
74.4K $15.2M
GD
General Dynamics Corp

Industrials
-1.57K
- 13.18%
$247.68 - $291.66 $388K - $457K
10.3K $3.01M
TOLZ
Dj Brookfield Global

ETFs
-5.3K
- 11.38%
$48.57 - $54.85 $257K - $290K
41.2K $2.22M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-3.41K
- 34.92%
$144.94 - $210.94 $494K - $718K
6.35K $1.34M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.62K
- 17.86%
$73.0 - $85.5 $337K - $395K
21.2K $1.79M
WCN
Waste Connections, Inc.

Industrials
-791
- 8.33%
$183.26 - $199.95 $145K - $158K
8.71K $1.63M
SPG
Simon Property Group Inc

Real Estate
-1.12K
- 12.64%
$140.37 - $171.44 $157K - $192K
7.73K $1.24M
NVS
Novartis Ag

Healthcare
-3.69K
- 15.84%
$101.96 - $121.01 $376K - $446K
19.6K $2.37M
GVI
Ishares Tr

ETFs
-3.43K
- 1.85%
$104.82 - $106.79 $360K - $366K
182K $19.4M
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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