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
TTEK
Tetra Tech Inc

Industrials
-42.2K
- 82.93%
$33.1 - $38.34 $1.4M - $1.62M
8.69K $290K
EOG
Eog Resources Inc

Energy
-11K
- 32.97%
$112.12 - $126.1 $1.23M - $1.39M
22.4K $2.51M
CI
Cigna Corp

Healthcare
-2.71K
- 16.35%
$262.23 - $334.39 $711K - $906K
13.9K $4M
VHT
Vanguard Health Care ETF

ETFs
-6.02K
- 65.99%
$239.12 - $259.95 $1.44M - $1.56M
3.1K $805K
ICE
Intercontinental Exchange, Inc.

Financial Services
-5.59K
- 16.65%
$167.28 - $188.45 $934K - $1.05M
28K $4.71M
CAH
Cardinal Health Inc

Healthcare
-8.15K
- 61.18%
$146.04 - $167.63 $1.19M - $1.37M
5.17K $811K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-57.4K
- 23.92%
$24.73 - $25.29 $1.42M - $1.45M
183K $4.6M
ARES
Ares Management Corp

Financial Services
-6.68K
- 29.51%
$159.89 - $192.76 $1.07M - $1.29M
16K $2.55M
SUB
Ishares Short Term National Mu

ETFs
-12.6K
- 57.62%
$106.17 - $107.3 $1.33M - $1.35M
9.25K $987K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-44.8K
- 16.06%
$30.02 - $30.29 $1.34M - $1.36M
234K $7.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-37.3K
- 1.7%
$76.16 - $78.59 $2.84M - $2.93M
2.15M $168M
MELI
Mercadolibre Inc

Consumer Cyclical
-139
- 4.09%
$2292.04 - $2514.05 $319K - $349K
3.26K $7.63M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-6.38K
- 40.69%
$225.11 - $247.9 $1.44M - $1.58M
9.3K $2.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.33K
- 41.53%
$412.46 - $514.1 $959K - $1.2M
3.27K $1.61M
MDT
Medtronic PLC

Healthcare
-27.4K
- 16.09%
$87.67 - $95.74 $2.4M - $2.62M
143K $13.6M
WM
Waste Management Inc

Industrials
-3.74K
- 7.35%
$213.88 - $237.1 $800K - $887K
47.2K $10.4M
JCI
Johnson Controls International PLC

Industrials
-13.7K
- 21.4%
$103.24 - $111.73 $1.41M - $1.53M
50.1K $5.51M
NVO
Novo Nordisk A S

Healthcare
-9.39K
- 18.45%
$45.38 - $71.7 $426K - $673K
41.5K $2.3M
IEF
Ishares Barclays

ETFs
-13.9K
- 6.25%
$93.91 - $97.26 $1.3M - $1.35M
208K $20.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-72.1K
- 19.52%
$23.82 - $25.84 $1.72M - $1.86M
297K $7.64M
SBUX
Starbucks Corp

Consumer Cyclical
-3.67K
- 3.08%
$81.9 - $96.86 $301K - $356K
115K $9.77M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-30.9K
- 71.14%
$25.5 - $35.2 $788K - $1.09M
12.5K $319K
SAP
Sap Se

Technology
-1.98K
- 12.49%
$252.42 - $311.93 $499K - $616K
13.8K $3.7M
FVD
First Tr Value Line Divid Inde

ETFs
-28.5K
- 18.59%
$44.73 - $46.86 $1.27M - $1.34M
125K $5.77M
FDVV
Fidelity High Dividend ETF

ETFs
-23.8K
- 35.58%
$52.42 - $55.71 $1.25M - $1.33M
43.1K $2.4M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-49.6K
- 44.75%
$21.2 - $21.84 $1.05M - $1.08M
61.2K $1.33M
SPOT
Spotify Technology S.A.

Communication Services
-912
- 15.19%
$620.01 - $738.53 $565K - $674K
5.09K $3.55M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-12.2K
- 37.49%
N/A
20.3K $1.74M
PSX
Phillips 66

Energy
-12.5K
- 31.65%
$118.37 - $139.46 $1.48M - $1.74M
27K $3.67M
TT
Trane Technologies PLC

Industrials
-2.01K
- 16.7%
$398.96 - $472.54 $803K - $951K
10K $4.24M
AXON
Axon Enterprise, Inc.

Industrials
-958
- 31.17%
$698.02 - $870.97 $669K - $834K
2.12K $1.52M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.46K
- 39.32%
$265.78 - $299.3 $919K - $1.03M
5.33K $1.45M
CAR
Avis Budget Group, Inc.

Industrials
-5.67K
- 43.23%
$147.94 - $207.55 $839K - $1.18M
7.45K $1.2M
HEI
Heico Corp

Industrials
-3.06K
- 58.38%
$304.5 - $337.56 $932K - $1.03M
2.18K $704K
IGV
Ishares Expanded Tech Software

ETFs
-10.2K
- 33.81%
$105.96 - $117.79 $1.08M - $1.2M
20K $2.3M
TYL
Tyler Technologies Inc

Technology
-1.49K
- 45.32%
$522.22 - $611.76 $775K - $908K
1.79K $937K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-38.8K
- 23.95%
$26.88 - $27.78 $1.04M - $1.08M
123K $3.42M
CTAS
Cintas Corp

Industrials
-3.38K
- 21.36%
$199.29 - $226.27 $674K - $765K
12.4K $2.55M
MOS
Mosaic CO

Basic Materials
-23.2K
- 24.95%
$30.93 - $37.81 $719K - $879K
69.9K $2.43M
AER
Aer Cap Holdings N.V.

Industrials
-8.27K
- 54.75%
$107.25 - $124.42 $887K - $1.03M
6.83K $826K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-14.2K
- 53.52%
$48.34 - $67.22 $687K - $955K
12.3K $604K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-2.29K
- 5.9%
$35.51 - $58.78 $81.3K - $135K
36.5K $1.33M
HWM
Howmet Aerospace Inc.

Industrials
-5.69K
- 27.2%
$171.0 - $196.23 $973K - $1.12M
15.2K $2.99M
FISV
Fiserv Inc

Technology
-7.24K
- 54.25%
N/A
6.1K $764K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.5K
- 10.24%
$87.29 - $93.61 $1.44M - $1.55M
145K $13.5M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-19.5K
- 81.34%
$44.58 - $48.01 $870K - $937K
4.48K $214K
CARR
Carrier Global Corp

Industrials
-2.03K
- 3.64%
$58.75 - $80.73 $119K - $164K
53.8K $3.21M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.27K
- 9.78%
$108.8 - $169.61 $138K - $215K
11.7K $1.28M
SHW
Sherwin Williams CO

Basic Materials
-2.56K
- 22.12%
$330.88 - $375.23 $847K - $961K
9.02K $3.12M
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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