Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $24.4 Billion distributed in 1516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $1.88B, Ishares Core S&P 500 ETF with a value of $1.88B, Ishares Tr Russell 200 Growth with a value of $1.24B, Vanguard Index Fds S&P 500 ETF with a value of $1.03B, and Ishares Tr with a value of $735M.

Examining the 13F form we can see an increase of $692M in the current position value, from $23.7B to 24.4B.

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 $24.4 Billion
ETFs: $20.5 Billion
Technology: $1.13 Billion
Financial Services: $532 Million
Consumer Cyclical: $388 Million
Healthcare: $386 Million
Industrials: $357 Million
Communication Services: $350 Million
Consumer Defensive: $217 Million
Other: $423 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$236 Million 0.96% of portfolio
473,560
Q2 2025 Added 3.88%
$471B
$187 Million 0.77% of portfolio
1,182,310
Q2 2025 Added 11.92%
$4.15T
$160 Million 0.65% of portfolio
778,438
Q2 2025 Added 1.8%
$2.29T
$121 Million 0.5% of portfolio
550,839
Q2 2025 Added 3.74%
$1.6T
$108 Million 0.44% of portfolio
146,148
Q2 2025 Added 9.43%
$1.46T
$76.1 Million 0.31% of portfolio
432,033
Q2 2025 Added 9.06%
$892B
$74 Million 0.3% of portfolio
255,261
Q2 2025 Added 2.67%
$140B
$66.4 Million 0.27% of portfolio
240,924
Q2 2025 Added 10.75%
$540B
$59.2 Million 0.24% of portfolio
44,176
Q2 2025 Added 22.71%
$574B
$57.5 Million 0.24% of portfolio
161,916
Q2 2025 Added 6.23%
$393B
$48.6 Million 0.2% of portfolio
132,670
Q2 2025 Added 6.22%
$1.49T
$41.9 Million 0.17% of portfolio
236,111
Q2 2025 Added 12.61%
$550B
$36.5 Million 0.15% of portfolio
65,000
Q2 2025 Added 6.55%
$159B
$32.7 Million 0.13% of portfolio
109,485
Q2 2025 Added 4.47%
$650B
$30.6 Million 0.13% of portfolio
62,936
Q2 2025 Reduced 22.24%
$301B
$32.1 Million 0.13% of portfolio
224,229
Q2 2025 Added 2.08%
$1.39T
$31.1 Million 0.13% of portfolio
97,926
Q2 2025 Added 20.43%
$346B
$31.2 Million 0.13% of portfolio
100,140
Q2 2025 Added 2.6%
$289B
$30.2 Million 0.12% of portfolio
434,828
Q2 2025 Reduced 0.14%
$405B
$30.4 Million 0.12% of portfolio
30,713
Q2 2025 Added 13.29%
$804B
$29.8 Million 0.12% of portfolio
38,259
Q2 2025 Reduced 13.62%
$150B
$27.5 Million 0.11% of portfolio
77,062
Q2 2025 Added 13.46%
$778B
$27.1 Million 0.11% of portfolio
123,845
Q2 2025 Added 9.77%
$357B
$26.5 Million 0.11% of portfolio
166,511
Q2 2025 Reduced 3.42%
$409B
$24 Million 0.1% of portfolio
129,471
Q2 2025 Reduced 9.33%
$241B
$23.7 Million 0.1% of portfolio
130,153
Q2 2025 Reduced 17.7%
$400B
$21.9 Million 0.09% of portfolio
462,181
Q2 2025 Reduced 2.63%
$64.6B
$23 Million 0.09% of portfolio
71,934
Q2 2025 Added 14.82%
$158B
$22.1 Million 0.09% of portfolio
40,755
Q2 2025 Added 25.79%
$185B
$21.5 Million 0.09% of portfolio
20,883
Q2 2025 Reduced 5.93%
$143B
$21.5 Million 0.09% of portfolio
93,337
Q2 2025 Added 10.57%
$286B
$18.9 Million 0.08% of portfolio
266,871
Q2 2025 Reduced 6.22%
$165B
$18.9 Million 0.08% of portfolio
272,659
Q2 2025 Added 1.89%
$107B
$18.9 Million 0.08% of portfolio
179,519
Q2 2025 Reduced 0.28%
$197B
$18.6 Million 0.08% of portfolio
199,337
Q2 2025 Reduced 3.25%
$235B
$16.5 Million 0.07% of portfolio
121,312
Q2 2025 Reduced 10.74%
$117B
$16.9 Million 0.07% of portfolio
288,324
Q2 2025 Added 26.92%
$122B
$17.4 Million 0.07% of portfolio
73,132
Q2 2025 Added 14.28%
$187B
$16.3 Million 0.07% of portfolio
89,256
Q2 2025 Added 15.47%
$96.4B
$16.2 Million 0.07% of portfolio
137,110
Q2 2025 Reduced 17.33%
$185B
$17.7 Million 0.07% of portfolio
22,435
Q2 2025 Reduced 3.59%
$264B
$17.2 Million 0.07% of portfolio
121,960
Q2 2025 Reduced 10.47%
$18B
$17.9 Million 0.07% of portfolio
57,545
Q2 2025 Added 10.34%
$38.2B
$17.5 Million 0.07% of portfolio
56,246
Q2 2025 Added 436.8%
$279B
$17.6 Million 0.07% of portfolio
179,907
Q2 2025 Reduced 9.54%
$380B
$13.5 Million 0.06% of portfolio
95,431
Q2 2025 Reduced 4.92%
$11.9B
$14 Million 0.06% of portfolio
1,523,476
Q2 2025 Added 135.29%
$158B
$14.9 Million 0.06% of portfolio
53,433
Q2 2025 Added 0.5%
$204B
$15.7 Million 0.06% of portfolio
2,714
Q2 2025 Added 23.48%

Summary

  • Portfolio
  • No. of Stocks 1,516
  • Current Value $24.4 Billion
  • Prior Value $23.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 142 stocks
  • Additional Purchases 520 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 848 stocks
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