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
$81.8B
$5.51 Million 0.02% of portfolio
50,138
Q3 2025 Reduced 21.4%
$123B
$5.58 Million 0.02% of portfolio
11,175
Q3 2025 Reduced 4.71%
$140B
$4.8 Million 0.02% of portfolio
19,103
Q3 2025 Reduced 48.13%
$99.7B
$5.08 Million 0.02% of portfolio
26,364
Q3 2025 Reduced 9.5%
$6.59B
$5.48 Million 0.02% of portfolio
31,477
Q3 2025 Reduced 7.48%
$89.7B
$4.07 Million 0.02% of portfolio
20,193
Q3 2025 Reduced 7.05%
$73.7B
$3.79 Million 0.02% of portfolio
45,104
Q3 2025 Reduced 15.59%
$224B
$5 Million 0.02% of portfolio
16,447
Q3 2025 Reduced 2.44%
$29.5B
$4.02 Million 0.02% of portfolio
62,601
Q3 2025 Reduced 4.31%
$43.2B
$4.16 Million 0.02% of portfolio
4,520
Q3 2025 Reduced 8.34%
$37.6B
$4.13 Million 0.02% of portfolio
61,345
Q3 2025 Reduced 4.24%
$56.6B
$3.86 Million 0.02% of portfolio
53,077
Q3 2025 Added 0.07%
$6.2B
$5.22 Million 0.02% of portfolio
48,420
Q3 2025 Reduced 13.75%
$68.5B
$3.67 Million 0.02% of portfolio
26,997
Q3 2025 Reduced 31.65%
$74.3B
$5.55 Million 0.02% of portfolio
27,644
Q3 2025 Reduced 6.32%
$132B
$4.34 Million 0.02% of portfolio
17,558
Q3 2025 Reduced 6.09%
$12.6B
$4.8 Million 0.02% of portfolio
24,983
Q3 2025 Reduced 10.44%
$102B
$3.68 Million 0.02% of portfolio
25,719
Q3 2025 Reduced 12.76%
$64.5B
$4.33 Million 0.02% of portfolio
13,392
Q3 2025 Added 113.25%
$237B
$5.87 Million 0.02% of portfolio
24,775
Q3 2025 Reduced 25.9%
$130B
$3.65 Million 0.02% of portfolio
77,394
Q3 2025 Reduced 3.34%
$279B
$3.7 Million 0.02% of portfolio
13,841
Q3 2025 Reduced 12.49%
$52.4B
$3.86 Million 0.02% of portfolio
112,320
Q3 2025 Added 0.21%
$79.1B
$3.78 Million 0.02% of portfolio
21,136
Q3 2025 Reduced 3.15%
$174B
$5.62 Million 0.02% of portfolio
37,799
Q3 2025 Reduced 10.42%
$98.6B
$5.67 Million 0.02% of portfolio
59,847
Q3 2025 Reduced 23.89%
$136B
$4.05 Million 0.02% of portfolio
10,957
Q3 2025 Reduced 2.04%
$41.4B
$4.18 Million 0.02% of portfolio
46,655
Q3 2025 Reduced 7.91%
$82.8B
$4 Million 0.02% of portfolio
13,861
Q3 2025 Reduced 16.35%
$18.6B
$5.65 Million 0.02% of portfolio
115,379
Q3 2025 Reduced 11.47%
$173B
$4.6 Million 0.02% of portfolio
67,052
Q3 2025 Added 4.94%
$96.9B
$4.24 Million 0.02% of portfolio
10,039
Q3 2025 Reduced 16.7%
$72.7B
$5.16 Million 0.02% of portfolio
3,918
Q3 2025 Reduced 0.58%
$59.5B
$4.38 Million 0.02% of portfolio
95,827
Q3 2025 Added 15.81%
$74.3B
$4.66 Million 0.02% of portfolio
73,552
Q3 2025 Reduced 7.02%
$44.1B
$3.64 Million 0.02% of portfolio
45,115
Q3 2025 Reduced 2.65%
$1.46B
$1.43 Million 0.01% of portfolio
57,940
Q3 2025 Added 122.39%
$11B
$1.9 Million 0.01% of portfolio
5,526
Q3 2025 Reduced 1.86%
$151B
$2.52 Million 0.01% of portfolio
7,158
Q3 2025 Reduced 70.76%
$7.56B
$1.34 Million 0.01% of portfolio
7,848
Q3 2025 Reduced 7.18%
$43.5B
$2.11 Million 0.01% of portfolio
16,472
Q3 2025 Reduced 2.52%
$7.09B
$1.51 Million 0.01% of portfolio
23,687
Q3 2025 Reduced 16.51%
$57.5B
$1.45 Million 0.01% of portfolio
5,333
Q3 2025 Reduced 39.32%
$46.9B
$1.73 Million 0.01% of portfolio
14,260
Q3 2025 Reduced 10.48%
$8.3B
$1.41 Million 0.01% of portfolio
16,874
Q3 2025 Reduced 4.14%
$14.2B
$1.36 Million 0.01% of portfolio
7,693
Q3 2025 Reduced 7.51%
$255B
$2.95 Million 0.01% of portfolio
8,891
Q3 2025 Reduced 5.34%
$8.69B
$1.44 Million 0.01% of portfolio
74,036
Q3 2025 Reduced 5.81%
$5B
$1.53 Million 0.01% of portfolio
5,546
Q3 2025 Reduced 1.56%

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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