Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.8 Billion distributed in 1443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.05B, Ishares Tr Russell 200 Growth with a value of $1.31B, Vanguard Index Fds S&P 500 ETF with a value of $1.12B, Vanguard Mid Cap ETF with a value of $781M, and Ishares Tr with a value of $768M.

Examining the 13F form we can see an decrease of $574M in the current position value, from $24.4B to 23.8B.

Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA

Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $23.8 Billion
ETFs: $20 Billion
Technology: $1.24 Billion
Financial Services: $507 Million
Consumer Cyclical: $394 Million
Healthcare: $388 Million
Communication Services: $364 Million
Industrials: $334 Million
Consumer Defensive: $188 Million
Other: $389 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.6B
$7.48 Million 0.03% of portfolio
209,643
Q3 2025 Added 107.53%
$875M
$6.91 Million 0.03% of portfolio
176,377
Q3 2025 Added 75.63%
$9.78B
$6.69 Million 0.03% of portfolio
148,771
Q3 2025 Added 29.62%
$193B
$6.43 Million 0.03% of portfolio
56,147
Q3 2025 Added 0.49%
$328B
$6.23 Million 0.03% of portfolio
20,698
Q3 2025 Reduced 16.02%
$9.72B
$5.98 Million 0.03% of portfolio
90,115
Q3 2025 Added 1.3%
$161B
$6.65 Million 0.03% of portfolio
6,165
Q3 2025 Reduced 13.92%
$121B
$6.32 Million 0.03% of portfolio
8,186
Q3 2025 Reduced 0.76%
$103B
$7.63 Million 0.03% of portfolio
3,263
Q3 2025 Reduced 4.09%
$235B
$6.74 Million 0.03% of portfolio
80,276
Q3 2025 Reduced 8.74%
$63.4B
$6 Million 0.03% of portfolio
13,124
Q3 2025 Reduced 3.44%
$12.7B
$6.37 Million 0.03% of portfolio
69,474
Q3 2025 Added 5.51%
$40.4B
$7.88 Million 0.03% of portfolio
62,155
Q3 2025 Reduced 9.1%
$141B
$6.2 Million 0.03% of portfolio
243,273
Q3 2025 Reduced 1.39%
$159B
$7.48 Million 0.03% of portfolio
15,366
Q3 2025 Reduced 11.42%
$177B
$8.22 Million 0.03% of portfolio
42,225
Q3 2025 Reduced 1.8%
$67.6B
$8.05 Million 0.03% of portfolio
166,549
Q3 2025 Reduced 13.42%
$41.2B
$6.81 Million 0.03% of portfolio
22,859
Q3 2025 Added 14.71%
$111B
$7.14 Million 0.03% of portfolio
18,221
Q3 2025 Added 5.36%
$32.7B
$6.12 Million 0.03% of portfolio
70,665
Q3 2025 Reduced 1.7%
$35B
$6.16 Million 0.03% of portfolio
53,780
Q3 2025 Added 14.96%
$55.6B
$7.39 Million 0.03% of portfolio
50,495
Q3 2025 Reduced 25.13%
$91.4B
$5.4 Million 0.02% of portfolio
34,817
Q3 2025 Reduced 11.02%
$62.3B
$3.89 Million 0.02% of portfolio
34,555
Q3 2025 Added 2.68%
$405B
$3.91 Million 0.02% of portfolio
4,037
Q3 2025 Reduced 10.76%
$277B
$4.11 Million 0.02% of portfolio
53,509
Q3 2025 Reduced 13.78%
$104B
$3.99 Million 0.02% of portfolio
13,582
Q3 2025 Reduced 7.64%
$48.8B
$4.94 Million 0.02% of portfolio
101,316
Q3 2025 Reduced 20.63%
$17B
$5.88 Million 0.02% of portfolio
77,738
Q3 2025 Reduced 1.37%
$30.3B
$4.64 Million 0.02% of portfolio
81,146
Q3 2025 Added 4.66%
$114B
$5.86 Million 0.02% of portfolio
27,153
Q3 2025 Added 9.27%
$99.5B
$4.49 Million 0.02% of portfolio
99,637
Q3 2025 Reduced 9.51%
$123B
$3.8 Million 0.02% of portfolio
71,643
Q3 2025 Added 3.73%
$291B
$4.3 Million 0.02% of portfolio
9,006
Q3 2025 Reduced 0.98%
$49.4B
$4.79 Million 0.02% of portfolio
30,430
Q3 2025 Reduced 6.45%
$53.8B
$4.1 Million 0.02% of portfolio
17,441
Q3 2025 Added 0.14%
$123B
$3.76 Million 0.02% of portfolio
13,324
Q3 2025 Reduced 8.57%
$190B
$5.29 Million 0.02% of portfolio
52,149
Q3 2025 Reduced 10.18%
$103B
$3.85 Million 0.02% of portfolio
51,089
Q3 2025 Reduced 18.42%
$21.3B
$5.45 Million 0.02% of portfolio
28,606
Q3 2025 Reduced 7.32%
$13.3B
$5.07 Million 0.02% of portfolio
135,544
Q3 2025 Reduced 17.84%
$96.7B
$4.34 Million 0.02% of portfolio
85,928
Q3 2025 Reduced 41.3%
$71.5B
$5.52 Million 0.02% of portfolio
7,053
Q3 2025 Added 0.73%
$68.9B
$4.98 Million 0.02% of portfolio
21,137
Q3 2025 Added 96.0%
$42.6B
$4.14 Million 0.02% of portfolio
31,014
Q3 2025 Reduced 8.85%
$136B
$4.58 Million 0.02% of portfolio
10,741
Q3 2025 Reduced 13.68%
$26.3B
$4.92 Million 0.02% of portfolio
26,317
Q3 2025 Added 99.61%
$84.9B
$4.71 Million 0.02% of portfolio
27,971
Q3 2025 Reduced 16.65%
$266B
$4.94 Million 0.02% of portfolio
17,508
Q3 2025 Reduced 9.33%

Summary

  • Portfolio
  • No. of Stocks 1,443
  • Current Value $23.8 Billion
  • Prior Value $24.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 415 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 942 stocks
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