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
ING
Ing Groep Nv

Financial Services
-1.12K
- 6.48%
$22.0 - $26.08 $24.7K - $29.2K
16.2K $422K
BRC
Brady Corp

Industrials
-228
- 3.66%
$67.86 - $82.75 $15.5K - $18.9K
6K $468K
MCHI
Ishares Msci China ETF

ETFs
-1.06K
- 9.95%
$54.58 - $65.85 $58K - $70K
9.62K $633K
CIVI
Civitas Resources, Inc.

Energy
-1K
- 6.21%
$27.85 - $37.37 $27.9K - $37.4K
15.1K $490K
EXPD
Expeditors International Of Washington Inc

Industrials
-35
- 0.57%
$111.37 - $124.95 $3.9K - $4.37K
6.16K $754K
MS
Morgan Stanley

Financial Services
-13.6K
- 11.13%
$139.09 - $161.16 $1.89M - $2.19M
108K $17.2M
WMS
Advanced Drainage Systems, Inc.

Industrials
-4
- 0.19%
$110.89 - $148.5 $444 - $594
2.13K $295K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-274
- 3.78%
$156.24 - $190.88 $42.8K - $52.3K
6.98K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.86K
- 6.32%
$185.88 - $207.44 $346K - $387K
27.6K $5.55M
ENTG
Entegris Inc

Technology
-836
- 7.44%
$72.03 - $95.97 $60.2K - $80.2K
10.4K $962K
URI
United Rentals, Inc.

Industrials
-265
- 17.2%
$774.14 - $975.23 $205K - $258K
1.28K $1.22M
ROST
Ross Stores, Inc.

Consumer Cyclical
-569
- 9.37%
$127.59 - $152.81 $72.6K - $86.9K
5.51K $839K
RL
Ralph Lauren Corp

Consumer Cyclical
-46
- 2.3%
$272.1 - $320.75 $12.5K - $14.8K
1.95K $612K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-319
- 0.21%
$49.05 - $49.99 $15.6K - $15.9K
151K $7.51M
RJF
Raymond James Financial Inc

Financial Services
-1.35K
- 8.67%
$154.64 - $176.43 $209K - $239K
14.2K $2.46M
PFF
Ishares Trust Ishares Pfd And

ETFs
-11.2K
- 2.49%
$30.67 - $32.13 $342K - $358K
437K $13.8M
UMBF
Umb Financial Corp

Financial Services
-565
- 5.49%
$106.84 - $125.59 $60.4K - $71K
9.72K $1.15M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-9.67K
- 17.65%
$56.32 - $68.81 $545K - $665K
45.1K $3.1M
BDX
Becton Dickinson & CO

Healthcare
-985
- 5.74%
$172.41 - $199.66 $170K - $197K
16.2K $3.03M
MCD
Mcdonalds Corp

Consumer Cyclical
-411
- 2.44%
$291.67 - $316.99 $120K - $130K
16.4K $5M
OLN
Olin Corp

Basic Materials
-3.21K
- 10.09%
$18.23 - $26.93 $58.6K - $86.6K
28.7K $716K
INSM
Insmed Inc

Healthcare
-1.03K
- 19.78%
$96.14 - $147.2 $98.7K - $151K
4.16K $599K
XLU
Utilities Sector Spdr

ETFs
-905
- 3.12%
$81.14 - $87.32 $73.4K - $79K
28.1K $2.45M
NWE
Northwestern Corp

Utilities
-1.19K
- 5.69%
$51.58 - $58.61 $61.2K - $69.5K
19.7K $1.15M
BC
Brunswick Corp

Consumer Cyclical
-4
- 0.04%
$56.64 - $66.85 $227 - $267
11K $693K
VB
Vanguard Small Cap ETF

ETFs
-5.08K
- 6.36%
$237.58 - $259.17 $1.21M - $1.32M
74.7K $19M
TRP
Tc Energy Corp

Energy
-2.92K
- 6.52%
$46.58 - $54.41 $136K - $159K
41.9K $2.28M
JLL
Jones Lang Lasalle Inc

Real Estate
-273
- 6.55%
$248.95 - $319.66 $68K - $87.3K
3.89K $1.16M
OMC
Omnicom Group Inc.

Communication Services
-25
- 0.23%
$70.41 - $81.53 $1.76K - $2.04K
10.6K $866K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-324
- 1.53%
$35.43 - $43.53 $11.5K - $14.1K
20.8K $854K
IXUS
Ishares Tr

ETFs
-5.44K
- 5.16%
$76.35 - $82.58 $415K - $449K
99.9K $8.25M
DORM
Dorman Products, Inc.

Consumer Cyclical
-304
- 6.45%
$119.13 - $166.34 $36.2K - $50.6K
4.41K $686K
NVS
Novartis Ag

Healthcare
-213
- 1.09%
$113.5 - $129.73 $24.2K - $27.6K
19.4K $2.49M
VLUE
Ishares Msci Usa Value Factor

ETFs
-711
- 4.14%
$111.55 - $125.05 $79.3K - $88.9K
16.5K $2.06M
MNST
Monster Beverage Corp

Consumer Defensive
-2.72K
- 4.24%
$58.65 - $67.31 $159K - $183K
61.3K $4.13M
NPO
Enpro Industries, Inc

Industrials
-82
- 2.07%
$195.22 - $231.56 $16K - $19K
3.87K $874K
FITB
Fifth Third Bancorp

Financial Services
-2.17K
- 3.45%
$40.91 - $46.28 $88.8K - $100K
60.7K $2.7M
INTC
Intel Corp

Technology
-5.51K
- 20.13%
$19.31 - $35.5 $106K - $196K
21.9K $733K
A
Agilent Technologies, Inc.

Healthcare
-425
- 2.52%
$112.04 - $128.75 $47.6K - $54.7K
16.5K $2.11M
STRL
Sterling Construction CO Inc

Industrials
-255
- 13.18%
$222.54 - $371.84 $56.7K - $94.8K
1.68K $570K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.4K
- 24.39%
$103.83 - $179.9 $145K - $252K
4.34K $775K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-728
- 4.14%
$71.86 - $87.45 $52.3K - $63.7K
16.9K $1.41M
THO
Thor Industries Inc

Consumer Cyclical
-768
- 5.45%
$88.76 - $112.33 $68.2K - $86.3K
13.3K $1.38M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-2.96K
- 17.95%
$52.92 - $78.28 $157K - $232K
13.5K $993K
FIX
Comfort Systems Usa Inc

Industrials
-19
- 3.63%
$521.66 - $825.18 $9.91K - $15.7K
505 $416K
PKG
Packaging Corp Of America

Consumer Cyclical
-192
- 3.16%
$191.41 - $220.25 $36.8K - $42.3K
5.88K $1.28M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-15.9K
- 7.0%
$40.15 - $43.86 $636K - $695K
211K $9.23M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-384
- 0.79%
$44.14 - $47.9 $16.9K - $18.4K
48K $2.28M
LMT
Lockheed Martin Corp

Industrials
-552
- 4.71%
$410.74 - $499.21 $227K - $276K
11.2K $5.58M
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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