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
VEU
Vanguard Ftse All World Ex Us

ETFs
-76.4K
- 15.42%
$66.38 - $71.68 $5.07M - $5.48M
419K $29.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-17.7K
- 48.13%
$215.01 - $273.02 $3.81M - $4.84M
19.1K $4.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26.7K
- 45.58%
$135.0 - $146.02 $3.6M - $3.89M
31.8K $4.64M
CRM
Salesforce, Inc.

Technology
-8.66K
- 25.9%
$231.66 - $273.65 $2.01M - $2.37M
24.8K $5.87M
CMCSA
Comcast Corp

Communication Services
-56.1K
- 16.25%
$31.41 - $36.33 $1.76M - $2.04M
289K $9.08M
UBER
Uber Technologies, Inc

Technology
-42.1K
- 21.12%
$86.91 - $99.57 $3.66M - $4.19M
157K $15.4M
ZTS
Zoetis Inc.

Healthcare
-17K
- 25.13%
$141.13 - $159.19 $2.39M - $2.7M
50.5K $7.39M
UL
Unilever PLC

Consumer Defensive
-49.1K
- 58.34%
$58.43 - $65.01 $2.87M - $3.19M
35.1K $2.08M
MA
Mastercard Inc

Financial Services
-6.03K
- 9.28%
$550.18 - $598.96 $3.32M - $3.61M
59K $33.5M
VNQ
Vanguard Specialized Funds Van

ETFs
-33.8K
- 39.37%
$88.47 - $93.24 $2.99M - $3.15M
52.1K $4.76M
CGDV
Capital Group Divid Value ETF

ETFs
-84.7K
- 29.47%
$39.59 - $42.21 $3.35M - $3.58M
203K $8.52M
FTCS
First Trust Capital Strength E

ETFs
-31.4K
- 60.0%
$89.72 - $93.74 $2.82M - $2.95M
21K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
-17.6K
- 17.57%
$237.77 - $353.61 $4.18M - $6.22M
82.5K $28.5M
GVI
Ishares Tr

ETFs
-26.3K
- 14.42%
$105.8 - $107.81 $2.78M - $2.83M
156K $16.7M
HON
Honeywell International Inc

Industrials
-6.09K
- 10.6%
$207.7 - $240.4 $1.26M - $1.46M
51.4K $10.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-77.4K
- 21.27%
$33.26 - $34.01 $2.57M - $2.63M
286K $9.71M
TRV
Travelers Companies, Inc.

Financial Services
-9.58K
- 53.87%
$250.62 - $279.43 $2.4M - $2.68M
8.21K $2.29M
AMP
Ameriprise Financial Inc

Financial Services
-3.38K
- 19.05%
$486.13 - $544.55 $1.64M - $1.84M
14.4K $7.06M
RSG
Republic Services, Inc.

Industrials
-6.15K
- 11.31%
$225.33 - $246.01 $1.39M - $1.51M
48.2K $11.1M
IWV
Ishares Russell 3000 ETF

ETFs
-6.67K
- 92.33%
$351.04 - $379.81 $2.34M - $2.53M
554 $209K
ENB
Enbridge Inc

Energy
-60.5K
- 41.3%
$43.79 - $50.46 $2.65M - $3.05M
85.9K $4.34M
VIG
Vanguard Dividend Appreciation

ETFs
-12.1K
- 33.12%
N/A
24.5K $4.47M
T
At&T Inc.

Communication Services
-67.9K
- 19.88%
$26.94 - $29.62 $1.83M - $2.01M
274K $7.73M
MKTX
Marketaxess Holdings Inc

Financial Services
-2.54K
- 7.48%
$174.25 - $223.11 $443K - $567K
31.5K $5.48M
AEM
Agnico Eagle Mines LTD

Basic Materials
-18.7K
- 89.48%
$116.14 - $168.56 $2.17M - $3.15M
2.2K $370K
PAYX
Paychex Inc

Industrials
-6.22K
- 9.1%
$126.69 - $147.99 $788K - $920K
62.2K $7.88M
DKNG
Draft Kings Inc.

Consumer Cyclical
-29.4K
- 17.84%
$37.4 - $48.23 $1.1M - $1.42M
136K $5.07M
WDAY
Workday, Inc.

Technology
-8.35K
- 62.49%
$213.69 - $247.69 $1.78M - $2.07M
5.01K $1.21M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-50.2K
- 5.98%
$46.86 - $48.27 $2.35M - $2.42M
789K $37.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-38.8K
- 63.23%
$50.73 - $52.47 $1.97M - $2.03M
22.6K $1.18M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-30.1K
- 23.22%
$79.76 - $85.78 $2.4M - $2.58M
99.6K $8.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-16.7K
- 9.16%
$60.9 - $70.75 $1.02M - $1.18M
166K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-43.8K
- 17.13%
$64.12 - $68.08 $2.81M - $2.98M
212K $14.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-17.5K
- 10.0%
$339.37 - $366.46 $5.93M - $6.41M
157K $57.5M
VDE
Vanguard Energy ETF

ETFs
-15.3K
- 87.77%
$118.37 - $129.65 $1.81M - $1.98M
2.13K $268K
AMT
American Tower Corp

Real Estate
-1.08K
- 1.98%
$192.32 - $232.35 $207K - $250K
53.3K $10.2M
XLV
Select Sector Spdr Fund Health

ETFs
-13.4K
- 51.56%
$129.01 - $139.72 $1.73M - $1.87M
12.6K $1.75M
CTVA
Corteva, Inc.

Basic Materials
-20.1K
- 36.67%
$67.08 - $77.12 $1.35M - $1.55M
34.7K $2.34M
SPGI
S&P Global Inc.

Financial Services
-1.98K
- 11.42%
$484.94 - $564.15 $961K - $1.12M
15.4K $7.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-37K
- 2.52%
$72.57 - $74.72 $2.69M - $2.77M
1.43M $107M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.7K
- 5.0%
$85.01 - $90.35 $2.1M - $2.23M
469K $41.9M
FICO
Fair Isaac Corp

Technology
-605
- 27.13%
$1311.26 - $1869.83 $793K - $1.13M
1.63K $2.43M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.75K
- 3.82%
$284.17 - $319.49 $781K - $878K
69.2K $21.4M
SYY
Sysco Corp

Consumer Defensive
-22.5K
- 57.36%
$76.33 - $82.51 $1.72M - $1.86M
16.8K $1.38M
SPYG
Spdr Portfolio

ETFs
-88K
- 10.62%
$94.33 - $105.31 $8.3M - $9.27M
741K $77.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.7K
- 18.33%
$132.9 - $142.03 $2.08M - $2.23M
69.9K $9.85M
CSCO
Cisco Systems, Inc.

Technology
-16.6K
- 3.82%
$66.2 - $71.79 $1.1M - $1.19M
418K $28.6M
SO
Southern CO

Utilities
-18.8K
- 23.89%
$90.83 - $96.0 $1.71M - $1.8M
59.8K $5.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-13.1K
- 34.19%
$117.65 - $120.08 $1.54M - $1.57M
25.1K $3M
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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