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
LHX
L3 Harris Technologies, Inc.

Industrials
-10.1K
- 21.83%
$252.18 - $305.41 $2.55M - $3.09M
36.2K $11.1M
ROL
Rollins Inc

Consumer Cyclical
-10.5K
- 41.24%
$55.05 - $58.74 $578K - $616K
14.9K $877K
GWRE
Guidewire Software, Inc.

Technology
-2.31K
- 46.42%
$207.82 - $261.88 $479K - $604K
2.66K $611K
MMM
3 M CO

Industrials
-4.31K
- 11.02%
$144.41 - $160.2 $623K - $691K
34.8K $5.4M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2.38K
- 10.52%
$93.1 - $110.49 $222K - $263K
20.3K $1.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.4K
- 39.8%
$36.04 - $38.78 $627K - $675K
26.3K $1.02M
ADP
Automatic Data Processing Inc

Industrials
-1.12K
- 7.64%
$288.69 - $310.94 $324K - $349K
13.6K $3.99M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-11.7K
- 21.12%
$71.75 - $79.74 $836K - $929K
43.5K $3.4M
VGSH
Vanguard

ETFs
-9.32K
- 23.65%
$58.43 - $58.88 $545K - $549K
30.1K $1.77M
CLX
Clorox CO

Consumer Defensive
-4.53K
- 70.02%
$117.67 - $131.43 $534K - $596K
1.94K $239K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-8.31K
- 29.87%
$82.29 - $90.77 $684K - $754K
19.5K $1.77M
SJNK
Spdr Bloomberg Short Term High

ETFs
-20.8K
- 59.65%
$25.28 - $25.63 $526K - $534K
14.1K $360K
AFL
Aflac Inc

Financial Services
-5.36K
- 45.59%
$98.09 - $111.7 $526K - $599K
6.4K $714K
BMI
Badger Meter Inc

Technology
-1.07K
- 21.61%
$172.32 - $245.81 $185K - $264K
3.9K $695K
CEG
Constellation Energy Corp

Utilities
-1.72K
- 23.75%
$298.82 - $354.89 $515K - $611K
5.53K $1.82M
ABC
Amerisourcebergen Corp

Healthcare
-2.77K
- 33.15%
N/A
5.6K $1.04M
HYGV
Flexshares Tr High Yield Value

ETFs
-13.9K
- 3.63%
$40.55 - $41.28 $565K - $575K
370K $15.2M
NRG
Nrg Energy, Inc.

Utilities
-3.18K
- 47.12%
$144.77 - $173.91 $461K - $554K
3.57K $578K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.57K
- 15.3%
$58.97 - $60.36 $505K - $517K
47.4K $2.85M
WAT
Waters Corp

Healthcare
-1.17K
- 38.39%
$277.72 - $357.04 $325K - $418K
1.88K $563K
FTSL
First Trust Senior Ln Fund

ETFs
-10.7K
- 22.16%
$45.81 - $46.18 $490K - $494K
37.6K $1.72M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10.1K
- 34.35%
$48.72 - $50.73 $494K - $514K
19.4K $955K
EBAY
Ebay Inc

Consumer Cyclical
-10.3K
- 37.94%
$75.33 - $100.77 $778K - $1.04M
16.9K $1.54M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.7K
- 26.6%
$259.44 - $278.65 $441K - $473K
4.69K $1.22M
WSO
Watsco Inc

Industrials
-760
- 16.07%
$381.94 - $489.97 $290K - $372K
3.97K $1.61M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-9.31K
- 32.38%
$50.82 - $51.09 $473K - $475K
19.4K $992K
CVS
Cvs Health Corp

Healthcare
-11.5K
- 18.42%
$58.75 - $76.5 $678K - $883K
51.1K $3.85M
PARR
Par Pacific Holdings, Inc.

Energy
-24.8K
- 53.53%
$27.09 - $37.84 $672K - $939K
21.5K $763K
CB
Chubb LTD

Financial Services
-1.25K
- 8.57%
$265.99 - $289.59 $332K - $362K
13.3K $3.76M
JKHY
Henry Jack & Associates Inc

Technology
-1.64K
- 24.09%
$148.45 - $182.09 $243K - $299K
5.17K $769K
THC
Tenet Healthcare Corp

Healthcare
-4.32K
- 27.33%
$148.38 - $203.04 $640K - $876K
11.5K $2.33M
EMGF
Ishares Msci Emerging Markets

ETFs
-8.94K
- 63.34%
$51.93 - $56.75 $464K - $507K
5.17K $292K
APO
Apollo Global Management, Inc.

Financial Services
-2.68K
- 29.73%
$131.55 - $156.05 $352K - $418K
6.33K $842K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-916
- 47.58%
$422.75 - $485.53 $387K - $445K
1.01K $435K
ROLL
Rbc Bearings Inc

Industrials
-1.75K
- 43.75%
N/A
2.25K $553K
ED
Consolidated Edison Inc

Utilities
-4.18K
- 27.71%
$95.57 - $105.36 $400K - $441K
10.9K $1.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-9.94K
- 34.75%
$41.43 - $44.2 $412K - $439K
18.7K $824K
FDS
Factset Research Systems Inc

Financial Services
-57
- 2.34%
$283.86 - $450.3 $16.2K - $25.7K
2.38K $680K
PANW
Palo Alto Networks Inc

Technology
-1.62K
- 2.17%
$167.06 - $208.19 $270K - $336K
72.8K $14.8M
NDAQ
Nasdaq, Inc.

Financial Services
-4.29K
- 16.98%
$86.73 - $96.94 $372K - $416K
21K $1.85M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.76K
- 64.67%
$97.53 - $115.95 $367K - $436K
2.06K $205K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-941
- 25.13%
$159.87 - $247.68 $150K - $233K
2.8K $498K
TRU
Trans Union

Industrials
-4.2K
- 47.13%
$83.78 - $99.22 $352K - $417K
4.72K $395K
HLN
Haleon PLC

Healthcare
-28.3K
- 31.25%
$8.72 - $10.35 $247K - $293K
62.3K $558K
WRB
Berkley W R Corp

Financial Services
-5.75K
- 29.77%
$67.78 - $76.62 $390K - $440K
13.6K $1.04M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.67K
- 10.48%
$118.3 - $142.16 $198K - $237K
14.3K $1.73M
HBAN
Huntington Bancshares Inc

Financial Services
-26.6K
- 16.4%
$15.87 - $17.88 $422K - $476K
136K $2.34M
SYK
Stryker Corp

Healthcare
-228
- 2.04%
$368.57 - $403.53 $84K - $92K
11K $4.05M
BRO
Brown & Brown, Inc.

Financial Services
-1.38K
- 9.59%
$90.88 - $108.93 $125K - $150K
13K $1.22M
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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