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
$361B
$26.5 Million 0.11% of portfolio
166,511
Q2 2025 Reduced 3.42%
$126B
$27.5 Million 0.11% of portfolio
90,067
Q2 2025 Reduced 7.17%
$0
$27.9 Million 0.11% of portfolio
286,860
Q2 2025 Added 37.17%
$412B
$24 Million 0.1% of portfolio
129,471
Q2 2025 Reduced 9.33%
$0
$23.2 Million 0.1% of portfolio
561,092
Q2 2025 Added 51.63%
$0
$23.6 Million 0.1% of portfolio
121,332
Q2 2025 Reduced 20.11%
$240B
$23.7 Million 0.1% of portfolio
130,153
Q2 2025 Reduced 17.7%
$0
$24.2 Million 0.1% of portfolio
567,592
Q2 2025 Added 4.78%
$404B
$21.9 Million 0.09% of portfolio
462,181
Q2 2025 Reduced 2.63%
$65.2B
$23 Million 0.09% of portfolio
71,934
Q2 2025 Added 14.82%
$156B
$22.1 Million 0.09% of portfolio
40,755
Q2 2025 Added 25.79%
$0
$22.8 Million 0.09% of portfolio
41,381
Q2 2025 Reduced 17.24%
$0
$21.3 Million 0.09% of portfolio
221,919
Q2 2025 Added 7.72%
$0
$22.4 Million 0.09% of portfolio
300,907
Q2 2025 Reduced 10.82%
$183B
$21.5 Million 0.09% of portfolio
20,883
Q2 2025 Reduced 5.93%
$0
$22.6 Million 0.09% of portfolio
849,048
Q2 2025 Reduced 38.0%
$0
$21.7 Million 0.09% of portfolio
398,243
Q2 2025 Added 7.91%
$143B
$21.5 Million 0.09% of portfolio
93,337
Q2 2025 Added 10.57%
$289B
$18.9 Million 0.08% of portfolio
266,871
Q2 2025 Reduced 6.22%
$0
$20 Million 0.08% of portfolio
510,844
Q2 2025 Reduced 6.14%
$0
$19.4 Million 0.08% of portfolio
182,014
Q2 2025 Reduced 1.85%
$163B
$18.9 Million 0.08% of portfolio
272,659
Q2 2025 Added 1.89%
$0
$18.4 Million 0.08% of portfolio
195,353
Q2 2025 Reduced 2.43%
$107B
$18.9 Million 0.08% of portfolio
179,519
Q2 2025 Reduced 0.28%
$0
$19 Million 0.08% of portfolio
512,248
Q2 2025 Added 7.22%
$194B
$18.6 Million 0.08% of portfolio
199,337
Q2 2025 Reduced 3.25%
$0
$18.9 Million 0.08% of portfolio
79,769
Q2 2025 Reduced 49.84%
$233B
$16.5 Million 0.07% of portfolio
121,312
Q2 2025 Reduced 10.74%
$119B
$16.9 Million 0.07% of portfolio
288,324
Q2 2025 Added 26.92%
$120B
$17.4 Million 0.07% of portfolio
73,132
Q2 2025 Added 14.28%
$182B
$16.3 Million 0.07% of portfolio
89,256
Q2 2025 Added 15.47%
$96.7B
$16.2 Million 0.07% of portfolio
137,110
Q2 2025 Reduced 17.33%
$185B
$17.7 Million 0.07% of portfolio
22,435
Q2 2025 Reduced 3.59%
$0
$17.3 Million 0.07% of portfolio
154,183
Q2 2025 Reduced 0.84%
$0
$15.9 Million 0.07% of portfolio
365,377
Q2 2025 Added 7.69%
$0
$16.3 Million 0.07% of portfolio
255,380
Q2 2025 Added 58.55%
$0
$17.9 Million 0.07% of portfolio
177,657
Q2 2025 Reduced 0.58%
$264B
$17.2 Million 0.07% of portfolio
121,960
Q2 2025 Reduced 10.47%
$0
$16.5 Million 0.07% of portfolio
741,144
Q2 2025 Added 0.99%
$0
$17.5 Million 0.07% of portfolio
189,672
Q2 2025 Reduced 9.83%
$17.9B
$17.9 Million 0.07% of portfolio
57,545
Q2 2025 Added 10.34%
$0
$17.2 Million 0.07% of portfolio
804,720
Q2 2025 Added 7.28%
$38.6B
$17.5 Million 0.07% of portfolio
56,246
Q2 2025 Added 436.8%
$280B
$17.6 Million 0.07% of portfolio
179,907
Q2 2025 Reduced 9.54%
$341B
$13.5 Million 0.06% of portfolio
95,431
Q2 2025 Reduced 4.92%
$11.9B
$14 Million 0.06% of portfolio
1,523,476
Q2 2025 Added 135.29%
$158B
$14.9 Million 0.06% of portfolio
53,433
Q2 2025 Added 0.5%
$208B
$15.7 Million 0.06% of portfolio
2,714
Q2 2025 Added 23.48%
$94.7B
$15.7 Million 0.06% of portfolio
57,124
Q2 2025 Added 22.04%

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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email