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
$7.06B
$1.66 Million 0.01% of portfolio
28,371
Q2 2025 Added 60.89%
$60.1B
$2.48 Million 0.01% of portfolio
8,789
Q2 2025 Added 5.84%
$47.8B
$2.11 Million 0.01% of portfolio
15,930
Q2 2025 Reduced 10.96%
$12.7B
$1.28 Million 0.01% of portfolio
17,602
Q2 2025 Added 1.18%
$0
$1.52 Million 0.01% of portfolio
22,163
Q2 2025 Reduced 19.22%
$0
$2.48 Million 0.01% of portfolio
31,338
Q2 2025 Reduced 12.07%
$60.7B
$3.49 Million 0.01% of portfolio
33,652
Q2 2025 Added 0.69%
$245B
$3 Million 0.01% of portfolio
9,393
Q2 2025 Reduced 8.24%
$9.15B
$1.49 Million 0.01% of portfolio
78,604
Q2 2025 Added 211.9%
$75.6B
$1.28 Million 0.01% of portfolio
9,001
Q2 2025 Reduced 17.75%
$4.83B
$1.3 Million 0.01% of portfolio
5,634
Q2 2025 Added 195.28%
$398B
$3.63 Million 0.01% of portfolio
4,524
Q2 2025 Reduced 10.08%
$10.8B
$2.69 Million 0.01% of portfolio
31,150
Q2 2025 Added 11.04%
$53.1B
$2.57 Million 0.01% of portfolio
10,455
Q2 2025 Reduced 4.87%
$13.1B
$1.85 Million 0.01% of portfolio
10,542
Q2 2025 Reduced 4.25%
$7.17B
$2.22 Million 0.01% of portfolio
13,114
Q2 2025 Added 350.34%
$86.8B
$1.93 Million 0.01% of portfolio
17,471
Q2 2025 Added 0.5%
$86.4B
$3.03 Million 0.01% of portfolio
33,233
Q2 2025 Reduced 28.57%
$11.5B
$1.59 Million 0.01% of portfolio
52,647
Q2 2025 Reduced 30.09%
$54.9B
$2.95 Million 0.01% of portfolio
17,153
Q2 2025 Reduced 6.56%
$4.71B
$2.25 Million 0.01% of portfolio
38,803
Q2 2025 Added 1,080.14%
$20.7B
$1.42 Million 0.01% of portfolio
19,309
Q2 2025 Reduced 10.07%
$2.32B
$1.54 Million 0.01% of portfolio
29,931
Q2 2025 Reduced 1.94%
$12.1B
$2.44 Million 0.01% of portfolio
22,669
Q2 2025 Added 60.48%
$117B
$1.65 Million 0.01% of portfolio
11,024
Q2 2025 Added 7.43%
$8.04B
$1.32 Million 0.01% of portfolio
24,019
Q2 2025 Added 235.74%
$117B
$3.27 Million 0.01% of portfolio
69,070
Q2 2025 Added 459.5%
$36.6B
$2.15 Million 0.01% of portfolio
8,854
Q2 2025 Reduced 15.29%
$27B
$1.59 Million 0.01% of portfolio
14,350
Q2 2025 Added 63.7%
$10.1B
$2.46 Million 0.01% of portfolio
5,747
Q2 2025 Added 567.48%
$0
$2.76 Million 0.01% of portfolio
86,246
Q2 2025 Reduced 52.35%
$41B
$2.24 Million 0.01% of portfolio
13,327
Q2 2025 Reduced 71.06%
$16.8B
$1.4 Million 0.01% of portfolio
3,738
Q2 2025 Added 188.43%
$20.7B
$1.61 Million 0.01% of portfolio
3,155
Q2 2025 Reduced 68.24%
$257B
$3.53 Million 0.01% of portfolio
9,095
Q2 2025 Reduced 24.12%
$25.6B
$1.52 Million 0.01% of portfolio
6,514
Q2 2025 Added 67.46%
$4.62B
$1.3 Million 0.01% of portfolio
28,086
Q2 2025 Added 117.27%
$38.4B
$1.55 Million 0.01% of portfolio
8,369
Q2 2025 Reduced 19.83%
$21.9B
$1.52 Million 0.01% of portfolio
15,860
Q2 2025 Reduced 5.38%
$20.2B
$3.53 Million 0.01% of portfolio
15,828
Q2 2025 Reduced 19.05%
$61.5B
$1.65 Million 0.01% of portfolio
8,419
Q2 2025 Added 27.62%
$66B
$1.43 Million 0.01% of portfolio
15,763
Q2 2025 Reduced 29.09%
$35.5B
$1.51 Million 0.01% of portfolio
15,094
Q2 2025 Reduced 4.48%
$22.6B
$1.57 Million 0.01% of portfolio
9,658
Q2 2025 Added 17.44%
$117B
$2.34 Million 0.01% of portfolio
7,254
Q2 2025 Reduced 3.25%
$19.5B
$2.94 Million 0.01% of portfolio
115,767
Q2 2025 Reduced 18.61%
$104B
$2.85 Million 0.01% of portfolio
5,599
Q2 2025 Reduced 11.08%
$41.2B
$1.51 Million 0.01% of portfolio
14,671
Q2 2025 Reduced 12.36%
$75.7B
$1.92 Million 0.01% of portfolio
58,746
Q2 2025 Reduced 9.2%

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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