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
$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%
$0
$2.71 Million 0.01% of portfolio
54,672
Q2 2025 Reduced 4.51%
$0
$2.54 Million 0.01% of portfolio
46,393
Q2 2025 Reduced 4.7%
$0
$2.68 Million 0.01% of portfolio
39,010
Q2 2025 Reduced 0.49%
$0
$2.94 Million 0.01% of portfolio
33,397
Q2 2025 Reduced 46.25%
$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%
$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%
$0
$2.82 Million 0.01% of portfolio
74,543
Q2 2025 Reduced 12.84%
$0
$3.56 Million 0.01% of portfolio
15,682
Q2 2025 Added 11.05%
$0
$2.81 Million 0.01% of portfolio
115,026
Q2 2025 Added 22.58%
$0
$1.39 Million 0.01% of portfolio
14,110
Q2 2025 Reduced 55.43%
$0
$1.4 Million 0.01% of portfolio
70,530
Q2 2025 Reduced 15.37%
$0
$1.88 Million 0.01% of portfolio
22,742
Q2 2025 Added 4.04%
$0
$1.3 Million 0.01% of portfolio
29,722
Q2 2025 Reduced 46.8%
$0
$1.37 Million 0.01% of portfolio
54,350
Q2 2025 Reduced 32.1%
$0
$2.68 Million 0.01% of portfolio
17,010
Q2 2025 Reduced 16.9%
$0
$2.7 Million 0.01% of portfolio
72,034
Q2 2025 Added 31.24%
$0
$3.15 Million 0.01% of portfolio
61,328
Q2 2025 Added 4.35%
$0
$3.31 Million 0.01% of portfolio
30,237
Q2 2025 Added 30.01%
$0
$2.11 Million 0.01% of portfolio
16,437
Q2 2025 Reduced 27.13%
$0
$1.85 Million 0.01% of portfolio
36,569
Q2 2025 Reduced 21.25%
$0
$1.47 Million 0.01% of portfolio
28,739
Q2 2025 Reduced 70.34%
$0
$1.25 Million 0.01% of portfolio
11,567
Q2 2025 Added 10.35%
$0
$1.31 Million 0.01% of portfolio
22,190
Q2 2025 Added 444.41%
$0
$1.79 Million 0.01% of portfolio
21,240
Q2 2025 Reduced 17.86%
$0
$1.24 Million 0.01% of portfolio
28,603
Q2 2025 Reduced 27.86%
$0
$1.94 Million 0.01% of portfolio
17,179
Q2 2025 Reduced 42.15%
$0
$2.54 Million 0.01% of portfolio
7,223
Q2 2025 Reduced 5.37%
$0
$2.11 Million 0.01% of portfolio
15,857
Q2 2025 Reduced 15.32%
$0
$1.55 Million 0.01% of portfolio
15,558
Q2 2025 Added 4.92%
$0
$3.14 Million 0.01% of portfolio
23,607
Q2 2025 Reduced 8.23%
$0
$2.32 Million 0.01% of portfolio
21,819
Q2 2025 Reduced 21.5%
$0
$2.14 Million 0.01% of portfolio
48,365
Q2 2025 Reduced 11.99%
$27.8B
$1.81 Million 0.01% of portfolio
8,314
Q2 2025 Reduced 46.63%
$0
$2.34 Million 0.01% of portfolio
48,519
Q2 2025 Added 134.79%
$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%

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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