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
A
Agilent Technologies, Inc.

Healthcare
-12.5K
- 40.83%
$116.69 - $152.6 $1.46M - $1.91M
18.1K $2.12M
UL
Unilever PLC

Consumer Defensive
-41.1K
- 25.6%
$54.72 - $60.29 $2.25M - $2.48M
119K $7.11M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-70.8K
- 9.54%
$29.82 - $30.1 $2.11M - $2.13M
672K $20.2M
TXN
Texas Instruments Inc

Technology
-10K
- 18.35%
N/A
44.5K $8.67M
COP
Conocophillips

Energy
-27.5K
- 17.06%
$88.6 - $105.85 $2.43M - $2.91M
133K $14M
CSX
Csx Corp

Industrials
-53.6K
- 45.33%
$29.11 - $33.67 $1.56M - $1.81M
64.7K $1.9M
FICO
Fair Isaac Corp

Technology
-814
- 31.01%
$1695.35 - $2030.47 $1.38M - $1.65M
1.81K $3.34M
APH
Amphenol Corp

Technology
-23.6K
- 28.74%
$61.62 - $78.55 $1.46M - $1.86M
58.6K $3.84M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-23.9K
- 20.61%
$77.7 - $78.94 $1.86M - $1.89M
92.1K $7.27M
MAR
Marriott International Inc

Consumer Cyclical
-5.96K
- 69.23%
$237.01 - $304.45 $1.41M - $1.81M
2.65K $630K
WST
West Pharmaceutical Services Inc

Healthcare
-2.27K
- 18.87%
$199.11 - $347.87 $451K - $788K
9.74K $2.18M
CMCSA
Comcast Corp

Communication Services
-40.5K
- 9.93%
$33.19 - $38.23 $1.34M - $1.55M
367K $13.6M
FLEX
Flex Ltd.

Technology
-42.8K
- 68.2%
$32.92 - $44.46 $1.41M - $1.9M
19.9K $659K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6.47K
- 45.75%
$221.78 - $273.45 $1.43M - $1.77M
7.67K $1.74M
MPWR
Monolithic Power Systems Inc

Technology
-2.84K
- 34.27%
$565.7 - $720.25 $1.61M - $2.05M
5.45K $3.16M
FDX
Fedex Corp

Industrials
-4.28K
- 23.07%
$230.33 - $281.53 $986K - $1.2M
14.3K $3.48M
VRSK
Verisk Analytics, Inc.

Industrials
-7.14K
- 40.51%
$268.63 - $301.33 $1.92M - $2.15M
10.5K $3.12M
MAS
Masco Corp

Industrials
-22.8K
- 48.39%
$68.67 - $81.85 $1.56M - $1.86M
24.3K $1.69M
EEM
Ishares Msci Emerging Markets

ETFs
-41.7K
- 75.67%
$40.81 - $45.34 $1.7M - $1.89M
13.4K $586K
TTE
Total Energies Se

Energy
-25K
- 28.07%
N/A
64.1K $4.4M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-6.93K
- 65.28%
$186.55 - $250.04 $1.29M - $1.73M
3.69K $742K
NVT
N Vent Electric PLC

Industrials
-22.4K
- 69.1%
$52.42 - $75.4 $1.18M - $1.69M
10K $525K
VOX
Vanguard Communication Service

ETFs
-8.7K
- 14.66%
$147.73 - $169.24 $1.28M - $1.47M
50.6K $7.51M
COF
Capital One Financial Corp

Financial Services
-9.35K
- 50.17%
$163.87 - $209.82 $1.53M - $1.96M
9.28K $1.66M
AVUV
American Centy ETF Tr Avantis

ETFs
-7.39K
- 6.85%
$84.95 - $100.62 $628K - $744K
101K $8.77M
NOC
Northrop Grumman Corp

Industrials
-3.89K
- 48.55%
$433.45 - $513.82 $1.69M - $2M
4.12K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-7.99K
- 20.92%
$279.74 - $321.29 $2.23M - $2.57M
30.2K $9.43M
SONY
Sony Group Corp

Technology
-92K
- 55.55%
$19.88 - $25.64 $1.83M - $2.36M
73.6K $1.87M
URI
United Rentals, Inc.

Industrials
-2.1K
- 52.91%
$594.17 - $789.56 $1.25M - $1.66M
1.87K $1.17M
DHI
Horton D R Inc

Consumer Cyclical
-10.8K
- 54.33%
$125.29 - $147.65 $1.35M - $1.59M
9.05K $1.15M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-51.1K
- 83.84%
$29.68 - $32.59 $1.52M - $1.66M
9.84K $293K
PKG
Packaging Corp Of America

Consumer Cyclical
-6.43K
- 52.42%
$192.03 - $242.13 $1.23M - $1.56M
5.84K $1.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-17.6K
- 82.24%
$77.33 - $90.16 $1.36M - $1.59M
3.8K $297K
AJG
Arthur J. Gallagher & Co.

Financial Services
-19.1K
- 23.33%
$275.89 - $345.24 $5.26M - $6.58M
62.7K $21.6M
GD
General Dynamics Corp

Industrials
-6.33K
- 34.73%
$241.94 - $272.58 $1.53M - $1.72M
11.9K $3.24M
BBY
Best Buy CO Inc

Consumer Cyclical
-4.24K
- 4.15%
$70.3 - $91.1 $298K - $386K
98K $7.21M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-27.8K
- 65.21%
$58.04 - $65.84 $1.61M - $1.83M
14.8K $945K
VEEV
Veeva Systems Inc

Healthcare
-10.1K
- 26.76%
$210.58 - $246.8 $2.12M - $2.49M
27.6K $6.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-8.64K
- 18.17%
$65.15 - $91.81 $563K - $793K
38.9K $2.54M
SHEL
Shell PLC

Energy
-27.2K
- 60.44%
$62.84 - $73.29 $1.71M - $2M
17.8K $1.31M
TFLO
Ishares Treasury Floating Rate

ETFs
-29.9K
- 39.21%
$50.48 - $50.68 $1.51M - $1.52M
46.4K $2.35M
SYK
Stryker Corp

Healthcare
-4.52K
- 30.53%
$355.18 - $399.9 $1.61M - $1.81M
10.3K $3.83M
DD
Du Pont De Nemours, Inc.

Basic Materials
-19.3K
- 49.78%
$72.7 - $84.32 $1.4M - $1.63M
19.4K $1.45M
HYG
Ishares Tr

ETFs
-19.5K
- 12.12%
$78.51 - $80.11 $1.53M - $1.56M
141K $11.1M
MSCI
Msci Inc.

Financial Services
-2.38K
- 54.11%
$541.46 - $628.34 $1.29M - $1.49M
2.02K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
-6.4K
- 6.16%
$461.52 - $548.18 $2.96M - $3.51M
97.6K $51.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-78
- 0.18%
$307.43 - $357.48 $24K - $27.9K
42.4K $13.1M
RACE
Ferrari N.V.

Consumer Cyclical
-3.52K
- 44.03%
$413.73 - $508.15 $1.46M - $1.79M
4.47K $1.91M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5.4K
- 17.27%
$168.84 - $202.89 $911K - $1.09M
25.8K $4.54M
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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