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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.5B
$1.34 Million 0.01% of portfolio
4,096
Q2 2025 Reduced 2.57%
$20.3B
$1.42 Million 0.01% of portfolio
3,497
Q2 2025 Added 13.61%
$47.7B
$1.67 Million 0.01% of portfolio
12,407
Q2 2025 Reduced 36.93%
$2.7B
$1.82 Million 0.01% of portfolio
17,686
Q2 2025 Added 71.84%
$139B
$2.35 Million 0.01% of portfolio
4,624
Q2 2025 Added 25.55%
$42.6B
$1.89 Million 0.01% of portfolio
15,443
Q2 2025 Reduced 3.25%
$54.5B
$2.3 Million 0.01% of portfolio
22,776
Q2 2025 Reduced 17.9%
$12.6B
$1.63 Million 0.01% of portfolio
8,248
Q2 2025 Added 123.83%
$0
$1.44 Million 0.01% of portfolio
34,041
Q2 2025 Reduced 10.91%
$0
$1.57 Million 0.01% of portfolio
43,734
Q2 2025 Added 1.17%
$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%
$11B
$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%
$7.37B
$1.34 Million 0.01% of portfolio
10,782
Q2 2025 Added 49.5%
$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%
$32.1B
$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%
$12.5B
$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%
$62.4B
$2.45 Million 0.01% of portfolio
10,784
Q2 2025 Reduced 24.43%
$87.6B
$2.04 Million 0.01% of portfolio
4,159
Q2 2025 Reduced 7.02%
$0
$3.48 Million 0.01% of portfolio
66,852
Q2 2025 Added 34.23%
$0
$2.19 Million 0.01% of portfolio
28,876
Q2 2025 Added 9.28%
$0
$1.26 Million 0.01% of portfolio
6,405
Q2 2025 Added 266.21%
$0
$1.62 Million 0.01% of portfolio
23,330
Q2 2025 Added 11.94%
$0
$1.88 Million 0.01% of portfolio
29,371
Q2 2025 Added 12.72%
$29.9B
$2.59 Million 0.01% of portfolio
62,863
Q2 2025 Reduced 23.81%
$0
$1.83 Million 0.01% of portfolio
36,772
Q2 2025 Reduced 4.99%
$0
$2.37 Million 0.01% of portfolio
118,889
Q2 2025 Added 0.51%
$0
$1.64 Million 0.01% of portfolio
27,721
Q2 2025 Reduced 10.42%
$0
$1.35 Million 0.01% of portfolio
70,418
Q2 2025 Reduced 5.2%
$0
$2.22 Million 0.01% of portfolio
48,315
Q2 2025 Reduced 6.78%
$0
$1.43 Million 0.01% of portfolio
23,863
Q2 2025 Reduced 11.76%
$0
$1.23 Million 0.01% of portfolio
5,757
Q2 2025 Reduced 47.46%
$0
$2.88 Million 0.01% of portfolio
68,801
Q2 2025 Reduced 15.64%
$0
$1.45 Million 0.01% of portfolio
29,501
Q2 2025 Reduced 58.15%
$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%
$0
$2.38 Million 0.01% of portfolio
110,807
Q2 2025 Reduced 37.78%
$95.1B
$3.01 Million 0.01% of portfolio
10,326
Q2 2025 Reduced 13.18%
$0
$1.79 Million 0.01% of portfolio
40,057
Q2 2025 New

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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