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
$101B
$1.43 Million 0.01% of portfolio
5,789
Q2 2025 Added 10.29%
$23.1B
$2.07 Million 0.01% of portfolio
11,301
Q2 2025 Reduced 1.54%
$15.9B
$1.72 Million 0.01% of portfolio
64,781
Q2 2025 Reduced 32.94%
$11.1B
$1.86 Million 0.01% of portfolio
16,928
Q2 2025 Added 179.16%
$13.9B
$3.02 Million 0.01% of portfolio
54,723
Q2 2025 Added 39.98%
$7.61B
$1.34 Million 0.01% of portfolio
10,782
Q2 2025 Added 49.5%
$15B
$1.77 Million 0.01% of portfolio
17,553
Q2 2025 Added 238.14%
$50.6B
$2.03 Million 0.01% of portfolio
27,235
Q2 2025 Added 10.58%
$80.2B
$3.19 Million 0.01% of portfolio
11,849
Q2 2025 Reduced 22.68%
$33.1B
$1.51 Million 0.01% of portfolio
2,828
Q2 2025 Added 10.9%
$78.6B
$2.82 Million 0.01% of portfolio
21,131
Q2 2025 Added 31.05%
$12.4B
$2.01 Million 0.01% of portfolio
16,393
Q2 2025 Added 159.75%
$29.3B
$1.52 Million 0.01% of portfolio
5,862
Q2 2025 Reduced 7.41%
$7.05B
$1.22 Million 0.01% of portfolio
10,142
Q2 2025 Added 154.31%
$46.3B
$1.46 Million 0.01% of portfolio
33,671
Q2 2025 Added 3.86%
$27.2B
$1.29 Million 0.01% of portfolio
30,659
Q2 2025 Added 94.92%
$87.6B
$2.04 Million 0.01% of portfolio
4,159
Q2 2025 Reduced 7.02%
$29.9B
$2.59 Million 0.01% of portfolio
62,863
Q2 2025 Reduced 23.81%
$26.7B
$2.03 Million 0.01% of portfolio
50,488
Q2 2025 Added 111.89%
$79.5B
$1.67 Million 0.01% of portfolio
13,342
Q2 2025 Reduced 11.21%
$68.2B
$2.25 Million 0.01% of portfolio
21,246
Q2 2025 Added 5.71%
$41B
$2.42 Million 0.01% of portfolio
14,767
Q2 2025 Added 5.65%
$95.1B
$3.01 Million 0.01% of portfolio
10,326
Q2 2025 Reduced 13.18%
$13.3B
$2.7 Million 0.01% of portfolio
21,739
Q2 2025 Added 9.93%
$21.2B
$1.93 Million 0.01% of portfolio
10,740
Q2 2025 Reduced 8.62%
$48.9B
$1.68 Million 0.01% of portfolio
1,612
Q2 2025 Reduced 38.05%
$6.55B
$1.41 Million 0.01% of portfolio
8,287
Q2 2025 Added 114.13%
$17.3B
$1.72 Million 0.01% of portfolio
5,243
Q2 2025 Reduced 6.17%
$10.9B
$1.23 Million 0.01% of portfolio
6,808
Q2 2025 Reduced 4.74%
$28.7B
$2.19 Million 0.01% of portfolio
13,184
Q2 2025 Reduced 29.21%
$70.3B
$1.7 Million 0.01% of portfolio
6,383
Q2 2025 Reduced 16.73%
$9.5B
$1.51 Million 0.01% of portfolio
8,414
Q2 2025 Reduced 8.15%
$28B
$1.82 Million 0.01% of portfolio
74,259
Q2 2025 Reduced 19.23%
$23.6B
$2.72 Million 0.01% of portfolio
162,207
Q2 2025 Reduced 0.11%
$107B
$1.7 Million 0.01% of portfolio
50,640
Q2 2025 Reduced 11.6%
$77.6B
$2.9 Million 0.01% of portfolio
11,724
Q2 2025 Reduced 25.81%
$6.54B
$3.04 Million 0.01% of portfolio
54,783
Q2 2025 Added 529.83%
$22B
$1.39 Million 0.01% of portfolio
12,052
Q2 2025 Reduced 3.51%
$27.8B
$1.81 Million 0.01% of portfolio
8,314
Q2 2025 Reduced 46.63%
$8.64B
$1.26 Million 0.01% of portfolio
11,834
Q2 2025 Added 170.86%
$13B
$1.77 Million 0.01% of portfolio
44,326
Q2 2025 Reduced 24.9%
$36.2B
$1.44 Million 0.01% of portfolio
43,410
Q2 2025 Reduced 68.72%
$40.4B
$2.24 Million 0.01% of portfolio
17,375
Q2 2025 Added 23.63%
$107B
$2.41 Million 0.01% of portfolio
18,124
Q2 2025 Reduced 13.03%
$48.8B
$1.67 Million 0.01% of portfolio
23,297
Q2 2025 Reduced 68.68%
$10.5B
$1.69 Million 0.01% of portfolio
13,892
Q2 2025 Added 75.4%
$24.6B
$3 Million 0.01% of portfolio
32,760
Q2 2025 Added 5.81%
$25.9B
$3.04 Million 0.01% of portfolio
8,104
Q2 2025 Reduced 1.35%
$15.9B
$1.54 Million 0.01% of portfolio
26,534
Q2 2025 Reduced 24.22%

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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