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
CW
Curtiss Wright Corp

Industrials
-604
- 44.51%
$472.43 - $542.94 $285K - $328K
753 $408K
PAYC
Paycom Software, Inc.

Technology
-959
- 41.3%
$208.14 - $238.8 $200K - $229K
1.36K $283K
VZ
Verizon Communications Inc

Communication Services
-9.46K
- 3.91%
$40.84 - $45.06 $386K - $426K
232K $10.2M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.92K
- 13.44%
$50.45 - $50.65 $248K - $249K
31.7K $1.6M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-4.5K
- 28.54%
$62.44 - $65.87 $281K - $297K
11.3K $742K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-5.43K
- 49.63%
$47.96 - $50.54 $260K - $274K
5.51K $278K
CGGR
Capital Group Growth ETF Shs C

ETFs
-12.6K
- 13.42%
$40.2 - $44.58 $506K - $561K
81.1K $3.56M
OLED
Universal Display Corp Pa

Technology
-863
- 7.74%
$134.16 - $161.44 $116K - $139K
10.3K $1.48M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-15.3K
- 22.45%
$16.46 - $17.1 $252K - $262K
53K $901K
SPXC
Spx Corp

Industrials
-1.61K
- 51.05%
$168.95 - $204.31 $272K - $329K
1.55K $288K
SBAC
Sba Communications Corp

Real Estate
-535
- 16.95%
$191.35 - $239.35 $102K - $128K
2.62K $506K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-1.61K
- 19.87%
$123.13 - $140.8 $198K - $226K
6.48K $832K
CL
Colgate Palmolive CO

Consumer Defensive
-739
- 4.69%
$79.36 - $93.33 $58.6K - $69K
15K $1.2M
EXR
Extra Space Storage Inc.

Real Estate
-1.3K
- 17.58%
$134.36 - $152.88 $174K - $198K
6.07K $855K
AZN
Astrazeneca PLC

Healthcare
-8.55K
- 13.78%
$68.72 - $82.11 $587K - $702K
53.5K $4.11M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.08K
- 6.79%
$85.84 - $99.09 $92.4K - $107K
14.8K $1.3M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-356
- 27.55%
$415.15 - $489.89 $148K - $174K
936 $398K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-13K
- 38.95%
$23.02 - $28.09 $299K - $365K
20.4K $551K
NET
Cloudflare, Inc.

Technology
-1.8K
- 21.33%
$181.39 - $228.28 $326K - $410K
6.62K $1.42M
GL
Globe Life Inc.

Financial Services
-4.43K
- 20.37%
$117.6 - $146.55 $521K - $649K
17.3K $2.47M
SONY
Sony Group Corp

Technology
-13.7K
- 22.55%
$23.92 - $30.07 $327K - $411K
46.9K $1.35M
MRK
Merck & Co., Inc.

Healthcare
-7.69K
- 8.74%
$77.6 - $87.37 $597K - $672K
80.3K $6.74M
CSX
Csx Corp

Industrials
-11.1K
- 18.94%
$32.05 - $36.52 $357K - $406K
47.6K $1.69M
AIG
American International Group, Inc.

Financial Services
-2.01K
- 21.53%
$76.34 - $85.87 $154K - $173K
7.34K $576K
EQT
Eqt Corp

Energy
-3.42K
- 37.07%
$49.19 - $59.19 $168K - $203K
5.81K $316K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-2.33K
- 21.58%
$99.92 - $146.67 $233K - $341K
8.46K $1.12M
CCI
Crown Castle International Corp

Real Estate
-1.34K
- 9.11%
$92.96 - $113.91 $124K - $152K
13.3K $1.29M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-489
- 2.76%
$41.5 - $56.76 $20.3K - $27.8K
17.2K $740K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.21K
- 49.52%
$101.12 - $106.18 $223K - $235K
2.25K $232K
KMX
Carmax Inc

Consumer Cyclical
-1.67K
- 26.2%
$44.86 - $71.57 $74.8K - $119K
4.7K $210K
SNY
Sanofi

Healthcare
-2.68K
- 3.34%
$45.07 - $51.35 $121K - $137K
77.4K $3.65M
IOO
Ishares Tr Global 100 ETF

ETFs
-2.97K
- 25.64%
$107.55 - $120.01 $319K - $356K
8.6K $1.03M
JBL
Jabil Inc

Technology
-948
- 11.4%
$202.08 - $234.45 $192K - $222K
7.37K $1.6M
PCTY
Paylocity Holding Corp

Technology
-959
- 34.89%
$159.27 - $190.36 $153K - $183K
1.79K $285K
MET
Metlife Inc

Financial Services
-3.24K
- 11.7%
$73.82 - $82.37 $239K - $266K
24.4K $2.01M
NSC
Norfolk Southern Corp

Industrials
-1.48K
- 28.22%
$259.49 - $300.41 $385K - $446K
3.78K $1.13M
RELX
Relx PLC

Communication Services
-1.99K
- 11.51%
$45.13 - $54.19 $90K - $108K
15.3K $732K
FDT
First Trust Developed Markets

ETFs
-3.75K
- 33.67%
$68.09 - $76.05 $255K - $285K
7.39K $556K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.14K
- 15.36%
$35.34 - $47.21 $111K - $148K
17.3K $677K
HUBS
Hubspot Inc

Technology
-271
- 30.66%
$420.79 - $560.9 $114K - $152K
613 $286K
SRE
Sempra Energy

Utilities
-6.32K
- 24.74%
$74.14 - $89.98 $469K - $569K
19.2K $1.73M
ADSK
Autodesk, Inc.

Technology
-830
- 7.94%
N/A
9.63K $2.37M
LKQ
Lkq Corp

Consumer Cyclical
-4K
- 31.47%
$29.24 - $39.21 $117K - $157K
8.72K $266K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.62K
- 25.32%
$195.29 - $223.85 $317K - $363K
4.78K $1.06M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.77K
- 28.01%
$75.26 - $80.19 $208K - $222K
7.11K $567K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-6.72K
- 15.04%
$19.08 - $23.53 $128K - $158K
37.9K $742K
TSCO
Tractor Supply CO

Consumer Cyclical
-4.62K
- 28.6%
$54.08 - $62.65 $250K - $289K
11.5K $655K
HRB
H&R Block Inc

Consumer Cyclical
-1.83K
- 7.63%
$49.28 - $56.76 $90.3K - $104K
22.2K $1.12M
ONON
On Holding Ag

Consumer Cyclical
-2.06K
- 18.22%
$42.35 - $54.36 $87.1K - $112K
9.23K $390K
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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