Envestnet Portfolio Solutions, Inc. Sells in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-70.7K
- 18.07%
$33.08 - $36.62 $2.34M - $2.59M
321K $10.7M
BMY
Bristol Myers Squibb CO

Healthcare
-66.3K
- 27.45%
$53.9 - $63.11 $3.57M - $4.18M
175K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-52.1K
- 24.72%
$74.85 - $84.89 $3.9M - $4.43M
159K $13M
PWR
Quanta Services, Inc.

Industrials
-7.39K
- 41.86%
$236.71 - $358.03 $1.75M - $2.64M
10.3K $2.61M
ZTS
Zoetis Inc.

Healthcare
-18.6K
- 31.14%
$156.48 - $175.67 $2.91M - $3.27M
41.1K $6.77M
ICE
Intercontinental Exchange, Inc.

Financial Services
-26.4K
- 38.38%
$142.8 - $176.36 $3.78M - $4.66M
42.4K $7.32M
DEO
Diageo PLC

Consumer Defensive
-18.1K
- 39.44%
$104.79 - $126.12 $1.89M - $2.28M
27.7K $2.91M
KKR
Kkr & Co. Inc.

Financial Services
-15.1K
- 42.02%
$108.17 - $167.07 $1.63M - $2.52M
20.8K $2.41M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-55K
- 27.69%
$67.08 - $76.14 $3.69M - $4.19M
144K $10.6M
NXPI
Nxp Semiconductors N.V.

Technology
-13.4K
- 70.76%
$189.99 - $245.86 $2.54M - $3.29M
5.53K $1.05M
SHW
Sherwin Williams CO

Basic Materials
-8.7K
- 40.85%
$330.16 - $365.55 $2.87M - $3.18M
12.6K $4.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-11.1K
- 57.34%
$161.05 - $222.93 $1.78M - $2.46M
8.22K $1.51M
ITW
Illinois Tool Works Inc

Industrials
-10.3K
- 39.35%
$244.9 - $274.48 $2.51M - $2.81M
15.8K $3.92M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-63.4K
- 9.44%
$50.82 - $52.7 $3.22M - $3.34M
609K $32M
ALB
Albemarle Corp

Basic Materials
-29.7K
- 82.96%
$69.95 - $97.49 $2.08M - $2.9M
6.11K $439K
GE
General Electric CO

Industrials
-20.9K
- 43.27%
$168.59 - $212.13 $3.53M - $4.44M
27.5K $5.5M
ARES
Ares Management Corp

Financial Services
-9.52K
- 24.81%
$140.19 - $198.28 $1.33M - $1.89M
28.9K $4.23M
PSX
Phillips 66

Energy
-25.8K
- 37.42%
$113.93 - $131.55 $2.94M - $3.39M
43.1K $5.33M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-95.4K
- 42.97%
$24.66 - $26.1 $2.35M - $2.49M
127K $3.16M
GILD
Gilead Sciences, Inc.

Healthcare
-42K
- 37.55%
$89.14 - $117.41 $3.74M - $4.93M
69.8K $7.82M
MCHP
Microchip Technology Inc

Technology
-29.9K
- 25.54%
$48.41 - $64.3 $1.45M - $1.92M
87.1K $4.22M
NKE
Nike, Inc.

Consumer Cyclical
-21.6K
- 23.61%
$63.29 - $81.72 $1.36M - $1.76M
69.7K $4.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-74.3K
- 23.57%
$56.12 - $68.15 $4.17M - $5.06M
241K $16.3M
BDX
Becton Dickinson & CO

Healthcare
-11K
- 37.47%
$222.79 - $249.08 $2.45M - $2.74M
18.4K $4.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-92.5K
- 84.11%
$23.16 - $27.04 $2.14M - $2.5M
17.5K $409K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-12.9K
- 88.07%
$161.27 - $192.3 $2.08M - $2.48M
1.75K $282K
VO
Vanguard Mid Cap ETF

ETFs
-7.92K
- 11.9%
$251.87 - $277.95 $1.99M - $2.2M
58.6K $15.2M
BR
Broadridge Financial Solutions, Inc.

Technology
-11.4K
- 52.09%
$221.46 - $244.83 $2.52M - $2.78M
10.5K $2.53M
AMAT
Applied Materials Inc

Technology
-6.27K
- 7.51%
$145.06 - $195.51 $910K - $1.23M
77.3K $11.2M
FISV
Fiserv Inc

Technology
-19K
- 55.78%
N/A
15K $1.88M
RGA
Reinsurance Group Of America Inc

Financial Services
-9.28K
- 28.78%
$186.01 - $231.1 $1.73M - $2.14M
23K $4.52M
HYGV
Flexshares Tr High Yield Value

ETFs
-53.9K
- 11.7%
$40.21 - $41.29 $2.17M - $2.23M
407K $16.4M
DIS
Walt Disney CO

Communication Services
-13.9K
- 18.86%
$96.87 - $114.0 $1.34M - $1.58M
59.7K $5.89M
XLV
Select Sector Spdr Fund Health

ETFs
-20.2K
- 25.62%
$137.61 - $149.68 $2.78M - $3.02M
58.6K $8.55M
ADI
Analog Devices Inc

Technology
-7.48K
- 10.46%
$201.56 - $243.82 $1.51M - $1.82M
64K $12.9M
EW
Edwards Lifesciences Corp

Healthcare
-30.7K
- 90.7%
$67.95 - $76.19 $2.08M - $2.34M
3.15K $228K
TJX
Tjx Companies Inc

Consumer Cyclical
-19.2K
- 14.92%
$112.81 - $126.16 $2.16M - $2.42M
109K $13.3M
AXP
American Express CO

Financial Services
-6.44K
- 38.63%
$255.39 - $325.87 $1.65M - $2.1M
10.2K $2.75M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-11.2K
- 59.4%
$175.5 - $209.86 $1.97M - $2.35M
7.67K $1.39M
KMI
Kinder Morgan, Inc.

Energy
-99.3K
- 16.72%
$26.1 - $31.22 $2.59M - $3.1M
494K $14.1M
CPRT
Copart Inc

Consumer Cyclical
-35.8K
- 21.91%
$52.3 - $59.83 $1.87M - $2.14M
128K $7.22M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-14.4K
- 53.72%
$102.72 - $143.06 $1.48M - $2.06M
12.4K $1.3M
SBUX
Starbucks Corp

Consumer Cyclical
-32.7K
- 21.05%
$91.75 - $115.81 $3M - $3.79M
123K $12M
AON
Aon PLC

Financial Services
-6.13K
- 70.8%
$348.44 - $409.32 $2.14M - $2.51M
2.53K $1.01M
ICLR
Icon PLC

Healthcare
-9.15K
- 64.31%
$174.99 - $222.58 $1.6M - $2.04M
5.08K $888K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13.5K
- 35.51%
$208.48 - $244.03 $2.81M - $3.29M
24.5K $5.97M
ALC
Alcon Inc

Healthcare
-24.9K
- 86.64%
$82.73 - $96.8 $2.06M - $2.41M
3.84K $364K
RING
Ishares Inc Msci Global Gold M

ETFs
-93.3K
- 62.55%
$28.64 - $38.36 $2.67M - $3.58M
55.9K $2.14M
PGR
Progressive Corp

Financial Services
-11.9K
- 37.84%
$235.61 - $291.22 $2.82M - $3.48M
19.6K $5.55M
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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