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
$100B
$6.63 Million 0.03% of portfolio
146,380
Q2 2025 Added 0.59%
$0
$7.08 Million 0.03% of portfolio
397,713
Q2 2025 Added 9.59%
$0
$6.24 Million 0.03% of portfolio
69,195
Q2 2025 Reduced 23.99%
$0
$6.36 Million 0.03% of portfolio
78,176
Q2 2025 Added 40.79%
$0
$7.44 Million 0.03% of portfolio
151,083
Q2 2025 Reduced 20.29%
$0
$6.49 Million 0.03% of portfolio
339,463
Q2 2025 Reduced 16.23%
$0
$6.85 Million 0.03% of portfolio
153,300
Q2 2025 Reduced 41.25%
$330B
$6.34 Million 0.03% of portfolio
24,646
Q2 2025 Reduced 10.27%
$8.83B
$6.5 Million 0.03% of portfolio
88,959
Q2 2025 Added 42.07%
$90.5B
$6.16 Million 0.03% of portfolio
33,557
Q2 2025 Reduced 20.95%
$0
$7.2 Million 0.03% of portfolio
113,980
Q2 2025 Reduced 94.96%
$0
$8.14 Million 0.03% of portfolio
105,310
Q2 2025 Reduced 23.26%
$0
$7.9 Million 0.03% of portfolio
58,487
Q2 2025 Added 3.55%
$0
$7.15 Million 0.03% of portfolio
86,266
Q2 2025 Reduced 20.58%
$0
$6.42 Million 0.03% of portfolio
127,942
Q2 2025 Reduced 4.33%
$0
$7.5 Million 0.03% of portfolio
165,106
Q2 2025 Added 245.89%
$0
$6.13 Million 0.03% of portfolio
120,741
Q2 2025 Reduced 0.97%
$74.6B
$6.74 Million 0.03% of portfolio
63,789
Q2 2025 Reduced 13.35%
$154B
$6.42 Million 0.03% of portfolio
7,162
Q2 2025 Reduced 21.43%
$149B
$8.17 Million 0.03% of portfolio
36,827
Q2 2025 Reduced 16.9%
$6.33B
$7.6 Million 0.03% of portfolio
34,020
Q2 2025 Added 45.22%
$222B
$6.96 Million 0.03% of portfolio
87,966
Q2 2025 Reduced 31.89%
$202B
$7.15 Million 0.03% of portfolio
58,045
Q2 2025 Reduced 11.96%
$13.8B
$6.58 Million 0.03% of portfolio
65,844
Q2 2025 Added 2,927.31%
$23.9B
$6.4 Million 0.03% of portfolio
66,295
Q2 2025 Added 11.46%
$0
$6.44 Million 0.03% of portfolio
160,881
Q2 2025 Added 157.07%
$0
$6.79 Million 0.03% of portfolio
62,569
Q2 2025 Added 45.46%
$0
$6.14 Million 0.03% of portfolio
24,233
Q2 2025 Reduced 30.66%
$105B
$7.22 Million 0.03% of portfolio
78,632
Q2 2025 Reduced 41.95%
$0
$8.42 Million 0.03% of portfolio
279,006
Q2 2025 Reduced 58.47%
$0
$6.54 Million 0.03% of portfolio
161,088
Q2 2025 Added 41.98%
$177B
$8.37 Million 0.03% of portfolio
42,997
Q2 2025 Reduced 3.48%
$283B
$7.25 Million 0.03% of portfolio
30,421
Q2 2025 Added 48.96%
$31.6B
$6.96 Million 0.03% of portfolio
87,343
Q2 2025 Added 31.44%
$62.7B
$6.82 Million 0.03% of portfolio
67,531
Q2 2025 Added 44.21%
$0
$8.41 Million 0.03% of portfolio
29,477
Q2 2025 Added 8.17%
$0
$7.65 Million 0.03% of portfolio
85,923
Q2 2025 Reduced 43.13%
$0
$6.38 Million 0.03% of portfolio
80,279
Q2 2025 Reduced 12.83%
$0
$6.68 Million 0.03% of portfolio
36,671
Q2 2025 Reduced 7.88%
$0
$6.92 Million 0.03% of portfolio
40,436
Q2 2025 Reduced 20.1%
$0
$6.4 Million 0.03% of portfolio
50,314
Q2 2025 Reduced 32.95%
$105B
$7.7 Million 0.03% of portfolio
17,294
Q2 2025 Added 1.6%
$32.7B
$6.23 Million 0.03% of portfolio
71,888
Q2 2025 Reduced 20.38%
$0
$7.94 Million 0.03% of portfolio
94,874
Q2 2025 Reduced 5.81%
$85.9B
$5.96 Million 0.02% of portfolio
39,128
Q2 2025 Reduced 10.53%
$74.1B
$5.95 Million 0.02% of portfolio
60,281
Q2 2025 Added 2.9%
$184B
$5.7 Million 0.02% of portfolio
16,286
Q2 2025 Reduced 9.2%
$25.6B
$3.92 Million 0.02% of portfolio
22,635
Q2 2025 Reduced 21.56%
$266B
$4.34 Million 0.02% of portfolio
62,058
Q2 2025 Reduced 21.65%

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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