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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-39.7K
- 7.41%
$21.23 - $23.75 $843K - $943K
496K $10.7M
WDAY
Workday, Inc.

Technology
-4.41K
- 24.84%
$233.53 - $277.82 $1.03M - $1.22M
13.3K $3.12M
GM
General Motors CO

Consumer Cyclical
-25K
- 54.78%
$45.22 - $54.92 $1.13M - $1.37M
20.7K $971K
TROW
Price T Rowe Group Inc

Financial Services
-1.76K
- 2.88%
$91.57 - $116.93 $161K - $206K
59.5K $5.46M
DDOG
Datadog, Inc.

Technology
-4.2K
- 17.58%
$98.68 - $151.89 $414K - $637K
19.7K $1.95M
XYL
Xylem Inc.

Industrials
-12.6K
- 80.22%
$114.02 - $132.04 $1.44M - $1.66M
3.11K $371K
ABC
Amerisourcebergen Corp

Healthcare
-7.81K
- 42.78%
N/A
10.4K $1.93M
BWX
Spdr Bloomberg International T

ETFs
-69.6K
- 37.86%
$20.94 - $22.04 $1.46M - $1.53M
114K $2.5M
AFL
Aflac Inc

Financial Services
-14.8K
- 53.31%
$100.99 - $111.19 $1.49M - $1.64M
12.9K $1.44M
KLAC
Kla Corp

Technology
-2.99K
- 24.68%
$636.62 - $777.63 $1.9M - $2.32M
9.12K $6.2M
ROK
Rockwell Automation, Inc

Industrials
-4.84K
- 84.64%
$255.29 - $303.75 $1.24M - $1.47M
878 $226K
MCK
Mckesson Corp

Healthcare
-4.2K
- 30.41%
$566.21 - $672.99 $2.38M - $2.82M
9.6K $6.46M
CAT
Caterpillar Inc

Industrials
-2.73K
- 18.57%
$326.75 - $407.63 $893K - $1.11M
12K $3.95M
IHDG
Wisdomtree Tr

ETFs
-31.7K
- 19.38%
$43.4 - $47.51 $1.37M - $1.5M
132K $5.72M
CCOR
Listed Fds Tr Core Alternative

ETFs
-54.5K
- 82.02%
$25.12 - $27.54 $1.37M - $1.5M
11.9K $319K
EA
Electronic Arts Inc.

Communication Services
-9.27K
- 40.21%
$116.53 - $146.29 $1.08M - $1.36M
13.8K $1.99M
NTAP
Net App, Inc.

Technology
-7.07K
- 26.6%
$87.84 - $126.3 $621K - $893K
19.5K $1.71M
C
Citigroup Inc

Financial Services
-19.4K
- 26.13%
$67.23 - $84.63 $1.3M - $1.64M
54.8K $3.89M
UPS
United Parcel Service Inc

Industrials
-4.52K
- 8.81%
$109.66 - $136.26 $496K - $616K
46.8K $5.15M
ENTG
Entegris Inc

Technology
-10.8K
- 33.36%
$87.48 - $109.53 $943K - $1.18M
21.5K $1.88M
EFX
Equifax Inc

Industrials
-4.85K
- 43.39%
$235.63 - $278.34 $1.14M - $1.35M
6.33K $1.54M
IBN
Icici Bank LTD

Financial Services
-46.9K
- 45.01%
$27.55 - $31.67 $1.29M - $1.48M
57.3K $1.81M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-52.6K
- 51.52%
$25.69 - $26.89 $1.35M - $1.41M
49.5K $1.33M
WEC
Wec Energy Group, Inc.

Utilities
-21.5K
- 30.2%
$92.12 - $108.98 $1.98M - $2.35M
49.8K $5.43M
JBL
Jabil Inc

Technology
-7.88K
- 33.59%
$130.51 - $173.33 $1.03M - $1.37M
15.6K $2.12M
RJF
Raymond James Financial Inc

Financial Services
-6.26K
- 26.78%
$137.62 - $172.64 $861K - $1.08M
17.1K $2.38M
SE
Sea LTD

Consumer Cyclical
-17.2K
- 41.57%
$104.87 - $146.31 $1.8M - $2.51M
24.1K $3.15M
DOV
Dover Corp

Industrials
-5.82K
- 33.64%
$174.65 - $206.43 $1.02M - $1.2M
11.5K $2.02M
DT
Dynatrace, Inc.

Technology
-17.2K
- 30.6%
$47.15 - $62.42 $813K - $1.08M
39.1K $1.84M
MSI
Motorola Solutions, Inc.

Technology
-1.93K
- 13.42%
$411.73 - $482.1 $794K - $929K
12.4K $5.45M
OC
Owens Corning

Industrials
-6.57K
- 70.99%
$137.83 - $191.19 $905K - $1.26M
2.68K $383K
VBR
Vanguard Small Cap Value ETF

ETFs
-5.79K
- 62.49%
$183.02 - $207.75 $1.06M - $1.2M
3.48K $647K
ADP
Automatic Data Processing Inc

Industrials
-4.87K
- 20.51%
$286.85 - $318.64 $1.4M - $1.55M
18.9K $5.76M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3.59K
- 30.39%
$308.87 - $383.33 $1.11M - $1.38M
8.22K $2.69M
SLB
Schlumberger Limited

Energy
-48.8K
- 19.16%
$38.4 - $43.74 $1.88M - $2.14M
206K $8.61M
JCI
Johnson Controls International PLC

Industrials
-15.8K
- 17.65%
$76.12 - $90.6 $1.2M - $1.43M
73.6K $5.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-27.1K
- 41.59%
$42.38 - $43.28 $1.15M - $1.17M
38.1K $1.62M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.73K
- 27.46%
$522.96 - $601.18 $906K - $1.04M
4.58K $2.44M
ILMN
Illumina, Inc.

Healthcare
-3.61K
- 23.14%
$79.34 - $144.22 $286K - $520K
12K $950K
ON
On Semiconductor Corp

Technology
-13.3K
- 51.06%
$40.69 - $64.51 $541K - $858K
12.7K $518K
ONON
On Holding Ag

Consumer Cyclical
-17.9K
- 58.13%
$43.92 - $63.62 $787K - $1.14M
12.9K $567K
GDDY
Go Daddy Inc.

Technology
-4.6K
- 28.15%
$172.13 - $214.35 $792K - $987K
11.8K $2.12M
SCHW
Schwab Charles Corp

Financial Services
-23.1K
- 14.09%
$71.24 - $83.64 $1.65M - $1.93M
141K $11M
CB
Chubb LTD

Financial Services
-5.44K
- 25.67%
$257.71 - $301.99 $1.4M - $1.64M
15.8K $4.76M
APO
Apollo Global Management, Inc.

Financial Services
-4.74K
- 30.24%
$126.01 - $172.06 $598K - $816K
10.9K $1.5M
POOL
Pool Corp

Industrials
-2.96K
- 44.6%
$314.92 - $364.31 $932K - $1.08M
3.68K $1.17M
CI
Cigna Corp

Healthcare
-7.27K
- 29.36%
$274.49 - $329.0 $2M - $2.39M
17.5K $5.75M
AME
Ametek Inc

Industrials
-5.81K
- 59.4%
$170.39 - $190.43 $990K - $1.11M
3.97K $683K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-43.5K
- 63.4%
$25.54 - $28.79 $1.11M - $1.25M
25.1K $696K
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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