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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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