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
$13B
$1.79 Million 0.01% of portfolio
9,065
Q2 2025 Added 69.79%
$39.7B
$2.28 Million 0.01% of portfolio
4,148
Q2 2025 Added 18.62%
$15.5B
$1.23 Million 0.01% of portfolio
19,069
Q2 2025 Reduced 21.48%
$65.4B
$2.22 Million 0.01% of portfolio
27,656
Q2 2025 Added 3.2%
$46B
$3.61 Million 0.01% of portfolio
4,931
Q2 2025 Reduced 9.59%
$89.8B
$3.43 Million 0.01% of portfolio
6,836
Q2 2025 Reduced 5.83%
$12B
$3.4 Million 0.01% of portfolio
93,174
Q2 2025 Reduced 19.75%
$44.1B
$2.26 Million 0.01% of portfolio
25,244
Q2 2025 Added 17.34%
$70.2B
$1.34 Million 0.01% of portfolio
22,972
Q2 2025 Added 162.42%
$68.7B
$1.35 Million 0.01% of portfolio
5,259
Q2 2025 Reduced 10.88%
$98.2B
$1.92 Million 0.01% of portfolio
3,849
Q2 2025 Reduced 6.58%
$285B
$2.37 Million 0.01% of portfolio
19,594
Q2 2025 Reduced 15.84%
$135B
$3.51 Million 0.01% of portfolio
50,870
Q2 2025 Reduced 31.78%
$16.4B
$1.66 Million 0.01% of portfolio
22,683
Q2 2025 Added 126.24%
$13.4B
$1.37 Million 0.01% of portfolio
35,762
Q2 2025 Added 257.69%
$38B
$1.66 Million 0.01% of portfolio
16,737
Q2 2025 Reduced 10.99%
$2.23B
$1.23 Million 0.01% of portfolio
46,356
Q2 2025 Added 241.25%
$88B
$2.95 Million 0.01% of portfolio
39,755
Q2 2025 Added 2.18%
$18.4B
$2.43 Million 0.01% of portfolio
23,688
Q2 2025 Reduced 26.11%
$27.5B
$2.06 Million 0.01% of portfolio
60,724
Q2 2025 Reduced 3.36%
$10.1B
$1.97 Million 0.01% of portfolio
7,191
Q2 2025 Added 92.12%
$40.8B
$1.33 Million 0.01% of portfolio
15,779
Q2 2025 Added 2.39%
$29.1B
$1.23 Million 0.01% of portfolio
11,635
Q2 2025 Added 0.89%
$35.5B
$2.39 Million 0.01% of portfolio
15,599
Q2 2025 Reduced 8.83%
$36.4B
$3.3 Million 0.01% of portfolio
57,330
Q2 2025 Added 3.92%
$11.5B
$1.6 Million 0.01% of portfolio
6,584
Q2 2025 Added 136.58%
$126B
$2.76 Million 0.01% of portfolio
29,480
Q2 2025 Added 155.53%
$28.6B
$1.44 Million 0.01% of portfolio
25,437
Q2 2025 Reduced 18.81%
$55.1B
$1.57 Million 0.01% of portfolio
2,770
Q2 2025 Added 20.59%
$78.6B
$1.97 Million 0.01% of portfolio
6,280
Q2 2025 Added 30.18%
$14.6B
$1.32 Million 0.01% of portfolio
12,033
Q2 2025 Added 126.52%
$108B
$3.49 Million 0.01% of portfolio
21,823
Q2 2025 Reduced 9.5%
$11.4B
$2.28 Million 0.01% of portfolio
25,363
Q2 2025 Added 118.59%
$29.3B
$1.94 Million 0.01% of portfolio
25,551
Q2 2025 Reduced 0.47%
$267B
$1.23 Million 0.01% of portfolio
17,513
Q2 2025 Reduced 1.77%
$58.3B
$1.24 Million 0.01% of portfolio
7,728
Q2 2025 Reduced 12.64%
$80.1B
$1.65 Million 0.01% of portfolio
7,369
Q2 2025 Reduced 8.08%
$36.8B
$1.58 Million 0.01% of portfolio
60,569
Q2 2025 Reduced 17.67%
$11.2B
$2.14 Million 0.01% of portfolio
12,990
Q2 2025 Added 152.72%
$24.2B
$2.11 Million 0.01% of portfolio
8,782
Q2 2025 Reduced 8.13%
$55.7B
$2.1 Million 0.01% of portfolio
56,066
Q2 2025 Reduced 9.05%
$39.9B
$2.98 Million 0.01% of portfolio
39,313
Q2 2025 Reduced 45.16%
$43B
$2 Million 0.01% of portfolio
8,236
Q2 2025 Reduced 0.31%
$54.8B
$2.19 Million 0.01% of portfolio
44,867
Q2 2025 Added 1.0%
$21.6B
$2.78 Million 0.01% of portfolio
15,794
Q2 2025 Added 58.65%
$1.86B
$1.83 Million 0.01% of portfolio
50,904
Q2 2025 Added 11.07%
$5.63B
$1.25 Million 0.01% of portfolio
14,085
Q2 2025 Added 85.38%
$15B
$1.26 Million 0.01% of portfolio
11,078
Q2 2025 Added 270.5%
$58.6B
$3.56 Million 0.01% of portfolio
82,746
Q2 2025 Reduced 1.37%

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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