Envestnet Portfolio Solutions, Inc. Sells in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
-546
- 0.26%
$45.73 - $47.2 $25K - $25.8K
206K $9.64M
RTX
Raytheon Technologies Corp

Industrials
-6.27K
- 9.64%
$113.75 - $148.48 $713K - $931K
58.8K $8.58M
SF
Stifel Financial Corp

Financial Services
-1.15K
- 12.72%
$76.49 - $103.78 $87.6K - $119K
7.86K $815K
PSA
Public Storage

Real Estate
-59
- 2.28%
$266.31 - $309.77 $15.7K - $18.3K
2.53K $743K
ATR
Aptargroup, Inc.

Healthcare
-351
- 11.57%
$133.66 - $158.53 $46.9K - $55.6K
2.68K $419K
CUBE
Cube Smart

Real Estate
-606
- 3.65%
$35.88 - $43.68 $21.7K - $26.5K
16K $678K
EQT
Eqt Corp

Energy
-1.41K
- 13.22%
$46.11 - $60.44 $64.8K - $85K
9.23K $538K
HLN
Haleon PLC

Healthcare
-3.52K
- 3.74%
$9.27 - $11.41 $32.6K - $40.2K
90.6K $939K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.96K
- 10.96%
$105.69 - $140.64 $207K - $276K
15.9K $2.11M
BHP
Bhp Group LTD

Basic Materials
-535
- 8.64%
$40.22 - $50.88 $21.5K - $27.2K
5.66K $272K
TW
Tradeweb Markets Inc.

Financial Services
-158
- 6.57%
$125.37 - $149.02 $19.8K - $23.5K
2.25K $329K
FYX
First Tr Small Cap Core Alphad

ETFs
-685
- 12.73%
$79.22 - $97.28 $54.3K - $66.6K
4.7K $456K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-890
- 8.82%
$30.29 - $30.83 $27K - $27.4K
9.2K $283K
BCPC
Balchem Corp

Basic Materials
-39
- 1.3%
$150.5 - $170.45 $5.87K - $6.65K
2.96K $470K
XYL
Xylem Inc.

Industrials
-439
- 14.12%
$102.86 - $129.5 $45.2K - $56.9K
2.67K $345K
ZWS
Zurn Water Solutions Corp

Industrials
-2.2K
- 14.47%
$28.5 - $37.54 $62.7K - $82.6K
13K $475K
ESI
Element Solutions Inc

Basic Materials
-1.19K
- 5.09%
$17.5 - $22.96 $20.9K - $27.4K
22.2K $503K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-595
- 18.79%
$90.58 - $109.05 $53.9K - $64.9K
2.57K $280K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-345
- 6.45%
$60.03 - $72.0 $20.7K - $24.8K
5K $331K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-601
- 18.6%
$68.63 - $85.78 $41.2K - $51.6K
2.63K $225K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-689
- 12.99%
$75.29 - $91.16 $51.9K - $62.8K
4.62K $415K
GGG
Graco Inc

Industrials
-379
- 10.1%
$74.02 - $87.26 $28.1K - $33.1K
3.37K $290K
SSNC
Ss&C Technologies Holdings Inc

Technology
-166
- 1.38%
$71.96 - $83.42 $11.9K - $13.8K
11.9K $981K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-1.29K
- 16.28%
$45.13 - $56.88 $58.1K - $73.2K
6.62K $376K
PODD
Insulet Corp

Healthcare
-271
- 22.0%
$238.57 - $327.47 $64.7K - $88.7K
961 $301K
ENSG
Ensign Group, Inc

Healthcare
-861
- 19.3%
$119.93 - $156.36 $103K - $135K
3.6K $555K
EFX
Equifax Inc

Industrials
-469
- 7.41%
$205.5 - $280.54 $96.4K - $132K
5.86K $1.52M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-8.13K
- 3.46%
$33.77 - $41.16 $275K - $335K
227K $9.09M
ATO
Atmos Energy Corp

Utilities
-127
- 8.14%
$145.06 - $162.66 $18.4K - $20.7K
1.43K $220K
BCS
Barclays PLC

Financial Services
-7.22K
- 20.39%
$12.69 - $18.61 $91.7K - $134K
28.2K $524K
NOK
Nokia Corp

Technology
-3.58K
- 18.06%
$4.65 - $5.43 $16.7K - $19.5K
16.3K $84K
COOP
Mr. Cooper Group Inc.

Financial Services
-668
- 24.93%
$107.26 - $155.96 $71.6K - $104K
2.01K $300K
DGX
Quest Diagnostics Inc

Healthcare
-126
- 2.68%
N/A
4.58K $627K
CFG
Citizens Financial Group Inc

Financial Services
-1.35K
- 11.53%
$34.27 - $44.75 $46.3K - $60.5K
10.4K $464K
TTE
Total Energies Se

Energy
-220
- 0.34%
N/A
63.9K $4.38M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-828
- 11.79%
$89.63 - $111.92 $74.2K - $92.7K
6.2K $693K
BRP
Brp Group, Inc.

Financial Services
-307
- 5.34%
N/A
5.44K $217K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-455
- 7.2%
$54.27 - $63.01 $24.7K - $28.7K
5.87K $367K
URI
United Rentals, Inc.

Industrials
-327
- 17.51%
$551.94 - $753.4 $180K - $246K
1.54K $1.16M
FCN
Fti Consulting, Inc

Industrials
-46
- 3.56%
$152.87 - $168.51 $7.03K - $7.75K
1.25K $201K
INTC
Intel Corp

Technology
-34
- 0.12%
$18.13 - $22.69 $616 - $771
27.4K $613K
KFY
Korn Ferry

Industrials
-358
- 10.43%
$59.48 - $74.54 $21.3K - $26.7K
3.08K $225K
AOS
Smith A O Corp

Industrials
-123
- 2.88%
$59.63 - $70.52 $7.33K - $8.67K
4.16K $272K
VBR
Vanguard Small Cap Value ETF

ETFs
-191
- 5.49%
$162.76 - $195.77 $31.1K - $37.4K
3.29K $640K
STAG
Stag Industrial, Inc.

Real Estate
-212
- 2.73%
$30.08 - $37.02 $6.38K - $7.85K
7.54K $273K
LECO
Lincoln Electric Holdings Inc

Industrials
-174
- 11.05%
$167.18 - $211.38 $29.1K - $36.8K
1.4K $290K
HPE
Hewlett Packard Enterprise CO

Technology
-4.27K
- 25.88%
$12.51 - $20.45 $53.4K - $87.3K
12.2K $249K
PATK
Patrick Industries Inc

Consumer Cyclical
-377
- 9.76%
$74.33 - $93.03 $28K - $35.1K
3.49K $321K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-153
- 1.37%
$32.99 - $38.01 $5.05K - $5.82K
11K $415K
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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