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
$95.2B
$15.7 Million 0.06% of portfolio
57,124
Q2 2025 Added 22.04%
$119B
$13.9 Million 0.06% of portfolio
155,394
Q2 2025 Added 16.44%
$149B
$15.6 Million 0.06% of portfolio
78,933
Q2 2025 Added 4.55%
$496B
$15.2 Million 0.06% of portfolio
99,829
Q2 2025 Reduced 23.0%
$63.3B
$15.7 Million 0.06% of portfolio
534,765
Q2 2025 Added 8.15%
$130B
$14.8 Million 0.06% of portfolio
170,185
Q2 2025 Reduced 4.4%
$360B
$13.9 Million 0.06% of portfolio
101,646
Q2 2025 Added 27.13%
$65.2B
$15.2 Million 0.06% of portfolio
74,416
Q2 2025 Reduced 17.86%
$23.6B
$14.5 Million 0.06% of portfolio
616,151
Q2 2025 Added 15.15%
$210B
$13.9 Million 0.06% of portfolio
34,334
Q2 2025 Added 5.58%
$163B
$15.4 Million 0.06% of portfolio
124,744
Q2 2025 Added 14.12%
$86.4B
$12 Million 0.05% of portfolio
54,342
Q2 2025 Reduced 8.03%
$136B
$12.3 Million 0.05% of portfolio
345,010
Q2 2025 Reduced 6.08%
$32.1B
$11 Million 0.05% of portfolio
136,756
Q2 2025 Added 15.48%
$141B
$13.4 Million 0.05% of portfolio
57,470
Q2 2025 Reduced 5.77%
$52.4B
$12 Million 0.05% of portfolio
22,444
Q2 2025 Added 34.81%
$84.5B
$12.3 Million 0.05% of portfolio
182,411
Q2 2025 Reduced 24.26%
$17.8B
$12.3 Million 0.05% of portfolio
304,160
Q2 2025 Added 41.35%
$191B
$12.7 Million 0.05% of portfolio
95,954
Q2 2025 Added 15.56%
$71.2B
$13.4 Million 0.05% of portfolio
54,352
Q2 2025 Reduced 9.35%
$74.8B
$11.2 Million 0.05% of portfolio
21,768
Q2 2025 Reduced 11.58%
$90.3B
$11.7 Million 0.05% of portfolio
50,914
Q2 2025 Reduced 8.17%
$162B
$9.47 Million 0.04% of portfolio
24,484
Q2 2025 Reduced 13.45%
$9.84B
$8.83 Million 0.04% of portfolio
839,810
Q2 2025 Added 54.5%
$57.4B
$10.6 Million 0.04% of portfolio
52,846
Q2 2025 Added 12.18%
$52.3B
$9.48 Million 0.04% of portfolio
17,762
Q2 2025 Reduced 5.61%
$187B
$9.88 Million 0.04% of portfolio
341,455
Q2 2025 Reduced 19.24%
$85.8B
$10.6 Million 0.04% of portfolio
27,185
Q2 2025 Reduced 0.19%
$17.9B
$8.77 Million 0.04% of portfolio
127,222
Q2 2025 Added 3,162.94%
$265B
$9.02 Million 0.04% of portfolio
12,751
Q2 2025 Reduced 19.9%
$27.1B
$8.97 Million 0.04% of portfolio
56,885
Q2 2025 Added 30.28%
$110B
$8.89 Million 0.04% of portfolio
3,402
Q2 2025 Reduced 6.38%
$96.8B
$10.3 Million 0.04% of portfolio
14,721
Q2 2025 Added 2.44%
$45.6B
$9.95 Million 0.04% of portfolio
68,374
Q2 2025 Reduced 16.44%
$188B
$10.7 Million 0.04% of portfolio
66,951
Q2 2025 Reduced 5.91%
$248B
$8.58 Million 0.04% of portfolio
58,780
Q2 2025 Reduced 9.64%
$157B
$9.15 Million 0.04% of portfolio
17,347
Q2 2025 Reduced 9.88%
$240B
$9.12 Million 0.04% of portfolio
33,436
Q2 2025 Reduced 17.9%
$170B
$9.29 Million 0.04% of portfolio
101,775
Q2 2025 Reduced 27.82%
$93.3B
$10.9 Million 0.04% of portfolio
119,162
Q2 2025 Reduced 2.8%
$1.58T
$10.8 Million 0.04% of portfolio
47,551
Q2 2025 Reduced 15.6%
$24B
$9.38 Million 0.04% of portfolio
130,321
Q2 2025 Added 20.75%
$69.8B
$8.7 Million 0.04% of portfolio
192,360
Q2 2025 Reduced 3.2%
$174B
$10.5 Million 0.04% of portfolio
241,743
Q2 2025 Reduced 10.94%
$67.2B
$10.5 Million 0.04% of portfolio
67,448
Q2 2025 Added 64.06%
$26.8B
$6.23 Million 0.03% of portfolio
64,888
Q2 2025 Added 37.77%
$139B
$7.08 Million 0.03% of portfolio
65,956
Q2 2025 Reduced 1.35%
$96B
$6.94 Million 0.03% of portfolio
22,526
Q2 2025 Reduced 15.97%
$81.3B
$7.71 Million 0.03% of portfolio
36,222
Q2 2025 Added 290.24%

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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