Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.8 Billion distributed in 1443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.05B, Ishares Tr Russell 200 Growth with a value of $1.31B, Vanguard Index Fds S&P 500 ETF with a value of $1.12B, Vanguard Mid Cap ETF with a value of $781M, and Ishares Tr with a value of $768M.

Examining the 13F form we can see an decrease of $574M in the current position value, from $24.4B to 23.8B.

Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA

Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $23.8 Billion
ETFs: $20 Billion
Technology: $1.24 Billion
Financial Services: $507 Million
Consumer Cyclical: $394 Million
Healthcare: $388 Million
Communication Services: $364 Million
Industrials: $334 Million
Consumer Defensive: $188 Million
Other: $389 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$241 Million 1.01% of portfolio
466,147
Q3 2025 Reduced 1.57%
$465B
$225 Million 0.94% of portfolio
1,205,817
Q3 2025 Added 1.99%
$4.3T
$195 Million 0.82% of portfolio
764,465
Q3 2025 Reduced 1.8%
$2.39T
$121 Million 0.51% of portfolio
553,350
Q3 2025 Added 0.46%
$1.37T
$109 Million 0.46% of portfolio
148,798
Q3 2025 Added 1.81%
$1.65T
$89.6 Million 0.38% of portfolio
368,500
Q3 2025 Reduced 14.71%
$139B
$80.6 Million 0.34% of portfolio
244,162
Q3 2025 Added 1.34%
$881B
$77 Million 0.32% of portfolio
244,053
Q3 2025 Reduced 4.39%
$1.74T
$57.9 Million 0.24% of portfolio
237,613
Q3 2025 Added 0.64%
$367B
$53.2 Million 0.22% of portfolio
131,254
Q3 2025 Reduced 1.07%
$49.1B
$50.4 Million 0.21% of portfolio
42,041
Q3 2025 Reduced 4.83%
$533B
$47.5 Million 0.2% of portfolio
139,234
Q3 2025 Reduced 14.01%
$1.29T
$45 Million 0.19% of portfolio
101,283
Q3 2025 Added 3.43%
$303B
$35.7 Million 0.15% of portfolio
230,039
Q3 2025 Added 2.59%
$971B
$35.2 Million 0.15% of portfolio
46,128
Q3 2025 Added 20.57%
$593B
$36.4 Million 0.15% of portfolio
129,398
Q3 2025 Added 4.48%
$140B
$30.4 Million 0.13% of portfolio
81,332
Q3 2025 Added 5.54%
$414B
$29.1 Million 0.12% of portfolio
125,738
Q3 2025 Reduced 2.88%
$319B
$28.6 Million 0.12% of portfolio
418,231
Q3 2025 Reduced 3.82%
$114B
$28.7 Million 0.12% of portfolio
250,269
Q3 2025 Added 39.41%
$300B
$28.5 Million 0.12% of portfolio
82,543
Q3 2025 Reduced 17.57%
$413B
$24.6 Million 0.1% of portfolio
476,764
Q3 2025 Added 3.16%
$662B
$24 Million 0.1% of portfolio
47,821
Q3 2025 Reduced 24.02%
$404B
$24.1 Million 0.1% of portfolio
25,986
Q3 2025 Reduced 15.39%
$490B
$24 Million 0.1% of portfolio
212,750
Q3 2025 Reduced 25.04%
$136B
$23.2 Million 0.1% of portfolio
98,196
Q3 2025 Added 5.21%
$152B
$22.4 Million 0.09% of portfolio
90,893
Q3 2025 Reduced 16.98%
$104B
$21.7 Million 0.09% of portfolio
328,580
Q3 2025 Added 13.96%
$54.4B
$21.4 Million 0.09% of portfolio
69,185
Q3 2025 Reduced 3.82%
$182B
$21 Million 0.09% of portfolio
30,726
Q3 2025 Added 36.96%
$346B
$20.3 Million 0.09% of portfolio
132,325
Q3 2025 Reduced 20.53%
$79.6B
$18.2 Million 0.08% of portfolio
147,459
Q3 2025 Added 144.62%
$118B
$18.9 Million 0.08% of portfolio
76,981
Q3 2025 Added 5.26%
$197B
$19.6 Million 0.08% of portfolio
95,926
Q3 2025 Added 7.47%
$193B
$19.4 Million 0.08% of portfolio
43,373
Q3 2025 Added 6.42%
$168B
$19.4 Million 0.08% of portfolio
256,336
Q3 2025 Reduced 5.99%
$342B
$18.7 Million 0.08% of portfolio
102,745
Q3 2025 Added 1.08%
$237B
$18.7 Million 0.08% of portfolio
115,052
Q3 2025 Reduced 11.6%
$169B
$18.6 Million 0.08% of portfolio
20,240
Q3 2025 Reduced 3.08%
$17.5B
$20 Million 0.08% of portfolio
57,779
Q3 2025 Added 0.41%
$279B
$19.2 Million 0.08% of portfolio
186,401
Q3 2025 Added 3.61%
$228B
$15.8 Million 0.07% of portfolio
117,638
Q3 2025 Reduced 3.03%
$388B
$16.2 Million 0.07% of portfolio
100,013
Q3 2025 Added 4.8%
$100B
$16.1 Million 0.07% of portfolio
59,589
Q3 2025 Added 4.32%
$160B
$15.6 Million 0.07% of portfolio
78,637
Q3 2025 Reduced 0.38%
$96.4B
$16.1 Million 0.07% of portfolio
129,879
Q3 2025 Reduced 5.27%
$522B
$16.6 Million 0.07% of portfolio
89,391
Q3 2025 Reduced 10.46%
$270B
$17.2 Million 0.07% of portfolio
108,383
Q3 2025 Reduced 11.13%
$23B
$16.6 Million 0.07% of portfolio
161,319
Q3 2025 Added 143.34%

Summary

  • Portfolio
  • No. of Stocks 1,443
  • Current Value $23.8 Billion
  • Prior Value $24.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 415 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 942 stocks
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