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
$0
$2.37 Million 0.01% of portfolio
29,043
Q2 2025 Added 42.42%
$0
$1.99 Million 0.01% of portfolio
9,149
Q2 2025 Reduced 66.61%
$0
$3.51 Million 0.01% of portfolio
26,015
Q2 2025 Reduced 55.57%
$0
$3.49 Million 0.01% of portfolio
23,674
Q2 2025 Reduced 29.22%
$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%
$0
$1.94 Million 0.01% of portfolio
4,412
Q2 2025 Reduced 3.94%
$0
$1.78 Million 0.01% of portfolio
29,820
Q2 2025 Reduced 76.77%
$0
$2.88 Million 0.01% of portfolio
5,082
Q2 2025 Added 11.03%
$0
$1.46 Million 0.01% of portfolio
62,196
Q2 2025 Reduced 45.56%
$0
$1.56 Million 0.01% of portfolio
21,447
Q2 2025 Reduced 59.06%
$0
$1.77 Million 0.01% of portfolio
74,470
Q2 2025 Reduced 34.97%
$0
$1.33 Million 0.01% of portfolio
29,799
Q2 2025 Reduced 30.7%
$0
$1.67 Million 0.01% of portfolio
58,156
Q2 2025 Reduced 4.56%
$0
$1.34 Million 0.01% of portfolio
6,347
Q2 2025 Reduced 34.92%
$0
$1.74 Million 0.01% of portfolio
12,803
Q2 2025 Reduced 63.21%
$11.2B
$2.14 Million 0.01% of portfolio
12,990
Q2 2025 Added 152.72%
$0
$2.25 Million 0.01% of portfolio
78,544
Q2 2025 Added 25.91%
$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%
$0
$2.56 Million 0.01% of portfolio
129,185
Q2 2025 Reduced 12.25%
$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%
$0
$1.38 Million 0.01% of portfolio
34,918
Q2 2025 Reduced 46.64%
$0
$2.17 Million 0.01% of portfolio
51,115
Q2 2025 Reduced 44.7%
$21.6B
$1.94 Million 0.01% of portfolio
3,277
Q2 2025 Reduced 8.34%
$6.78B
$1.76 Million 0.01% of portfolio
48,195
Q2 2025 Added 102.31%
$6.84B
$1.72 Million 0.01% of portfolio
11,147
Q2 2025 Added 55.1%
$15.7B
$1.66 Million 0.01% of portfolio
20,552
Q2 2025 Added 311.86%
$0
$1.36 Million 0.01% of portfolio
45,377
Q2 2025 Reduced 11.54%
$0
$2.78 Million 0.01% of portfolio
32,420
Q2 2025 Reduced 52.06%
$0
$1.41 Million 0.01% of portfolio
7,450
Q2 2025 Reduced 19.75%
$0
$1.9 Million 0.01% of portfolio
41,244
Q2 2025 Reduced 29.87%
$0
$3.58 Million 0.01% of portfolio
72,943
Q2 2025 Reduced 12.82%
$0
$2.32 Million 0.01% of portfolio
39,419
Q2 2025 Added 37.39%
$0
$3.35 Million 0.01% of portfolio
56,007
Q2 2025 Reduced 27.66%
$0
$3.31 Million 0.01% of portfolio
11,771
Q2 2025 Reduced 15.29%
$0
$2.67 Million 0.01% of portfolio
24,475
Q2 2025 Reduced 56.31%
$0
$1.46 Million 0.01% of portfolio
17,191
Q2 2025 Reduced 63.03%
$0
$3.12 Million 0.01% of portfolio
50,060
Q2 2025 Added 30.57%

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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