Envestnet Portfolio Solutions, Inc. Sells in Q3 2025

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
-48
- 1.49%
$69.77 - $86.83 $3.35K - $4.17K
3.17K $261K
VTOL
Bristow Group Inc.

Energy
-696
- 5.89%
$33.13 - $38.61 $23.1K - $26.9K
11.1K $400K
OC
Owens Corning

Industrials
-95
- 1.57%
$136.56 - $157.69 $13K - $15K
5.94K $840K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-120
- 4.59%
$158.03 - $197.08 $19K - $23.6K
2.49K $417K
USMC
Principal ETF U S Mega Cap

ETFs
-216
- 4.47%
$62.08 - $68.69 $13.4K - $14.8K
4.61K $314K
TDS
Telephone & Data Systems Inc

Communication Services
-1.77K
- 7.96%
$35.43 - $40.72 $62.8K - $72.2K
20.5K $804K
AVUS
American Centy ETF Tr Avantis

ETFs
-18
- 0.91%
$101.2 - $109.16 $1.82K - $1.96K
1.97K $214K
LFUS
Littelfuse Inc

Technology
-64
- 6.84%
$228.23 - $271.17 $14.6K - $17.4K
871 $225K
RIO
Rio Tinto PLC

Basic Materials
-357
- 7.32%
$57.66 - $66.01 $20.6K - $23.6K
4.52K $298K
SOXX
Ishares Semiconductor ETF

ETFs
-378
- 10.51%
$236.93 - $271.12 $89.6K - $102K
3.22K $872K
DTE
Dte Energy CO

Utilities
-298
- 4.75%
$130.26 - $141.49 $38.8K - $42.2K
5.98K $845K
VOT
Vanguard Mid Cap Growth Index

ETFs
-65
- 1.8%
$282.75 - $294.19 $18.4K - $19.1K
3.55K $1.04M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-284
- 0.77%
$18.82 - $19.8 $5.34K - $5.62K
36.5K $708K
CPF
Central Pacific Financial Corp

Financial Services
-842
- 4.72%
$26.15 - $31.5 $22K - $26.5K
17K $515K
MC
Moelis & CO

Financial Services
-351
- 7.18%
$64.0 - $77.75 $22.5K - $27.3K
4.54K $323K
ZWS
Zurn Water Solutions Corp

Industrials
-2.49K
- 19.12%
$36.48 - $47.94 $90.7K - $119K
10.5K $494K
FN
Fabrinet

Technology
-91
- 12.12%
$277.04 - $389.47 $25.2K - $35.4K
660 $240K
STX
Seagate Technology Holdings PLC

Technology
-649
- 34.52%
$142.01 - $236.06 $92.2K - $153K
1.23K $290K
CCJ
Cameco Corp

Energy
-70
- 2.57%
$70.47 - $86.89 $4.93K - $6.08K
2.66K $222K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.16K
- 11.55%
$28.71 - $37.46 $33.3K - $43.4K
8.87K $314K
VTRS
Viatris Inc

Healthcare
-26.9K
- 9.06%
$8.74 - $10.69 $235K - $288K
270K $2.68M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-16
- 0.57%
$126.64 - $135.65 $2.03K - $2.17K
2.81K $381K
FTC
First Tr Lge Cap Growth

ETFs
-136
- 2.91%
$149.47 - $162.84 $20.3K - $22.1K
4.54K $729K
WTS
Watts Water Technologies Inc

Industrials
-26
- 2.75%
$247.02 - $285.86 $6.42K - $7.43K
921 $257K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-41
- 0.4%
$32.53 - $35.69 $1.33K - $1.46K
10.2K $362K
PFS
Provident Financial Services Inc

Financial Services
-619
- 2.89%
$17.9 - $20.32 $11.1K - $12.6K
20.8K $400K
LYV
Live Nation Entertainment, Inc.

Communication Services
-168
- 3.78%
$143.56 - $174.06 $24.1K - $29.2K
4.28K $699K
HLMN
Hillman Solutions Corp.

Industrials
-2.13K
- 9.52%
$7.39 - $10.35 $15.8K - $22.1K
20.3K $186K
DFAU
Dimensional ETF Tr

ETFs
-484
- 3.42%
$42.42 - $45.96 $20.5K - $22.2K
13.7K $625K
TTWO
Take Two Interactive Software Inc

Communication Services
-390
- 4.74%
$217.37 - $259.96 $84.8K - $101K
7.85K $2.03M
AOS
Smith A O Corp

Industrials
-80
- 1.93%
$67.24 - $74.3 $5.38K - $5.94K
4.08K $299K
CUBI
Customers Bancorp, Inc.

Financial Services
-311
- 4.37%
$61.21 - $72.43 $19K - $22.5K
6.81K $444K
CTRE
Care Trust Reit, Inc.

Real Estate
-1.77K
- 7.72%
$30.29 - $34.8 $53.7K - $61.7K
21.2K $735K
SANM
Sanmina Corp

Technology
-1.08K
- 11.87%
$95.79 - $123.84 $103K - $134K
8.01K $921K
FSLR
First Solar, Inc.

Technology
-311
- 16.57%
$160.84 - $223.53 $50K - $69.5K
1.57K $345K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-1.21K
- 8.55%
$54.88 - $68.04 $66.3K - $82.3K
12.9K $869K
GXO
Gxo Logistics, Inc.

Industrials
-306
- 2.44%
$48.07 - $54.59 $14.7K - $16.7K
12.2K $647K
STC
Stewart Information Services Corp

Financial Services
-734
- 6.78%
$56.87 - $76.58 $41.7K - $56.2K
10.1K $740K
VIAV
Viavi Solutions Inc.

Technology
-1.49K
- 7.12%
$9.76 - $12.69 $14.5K - $18.9K
19.4K $246K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-331
- 3.28%
$46.25 - $56.87 $15.3K - $18.8K
9.75K $487K
CG
Carlyle Group Inc.

Financial Services
-759
- 10.23%
$52.82 - $69.35 $40.1K - $52.6K
6.66K $417K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.07K
- 4.99%
$72.65 - $78.68 $77.8K - $84.3K
20.4K $1.6M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.65K
- 22.19%
$17.64 - $29.81 $64.4K - $109K
12.8K $338K
MAS
Masco Corp

Industrials
-1.06K
- 5.53%
$64.44 - $76.07 $68K - $80.3K
18K $1.27M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-491
- 1.19%
$45.22 - $48.34 $22.2K - $23.7K
40.8K $1.95M
SGOL
Abrdn Gold ETF Trust

ETFs
-467
- 4.06%
$31.18 - $36.81 $14.6K - $17.2K
11K $405K
BKR
Baker Hughes CO

Energy
-26.3K
- 20.63%
$38.68 - $50.55 $1.02M - $1.33M
101K $4.94M
MANH
Manhattan Associates Inc

Technology
-113
- 1.25%
$196.16 - $227.94 $22.2K - $25.8K
8.95K $1.83M
NWN
Northwest Natural Holding CO

Utilities
-767
- 5.11%
$39.48 - $44.93 $30.3K - $34.5K
14.3K $640K
Activity Summary
Buys All Purchases 493 New Holdings 78 Increased Positions 415 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 0 Puts 0
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