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
$18.5B
$1.28 Million 0.01% of portfolio
5,882
Q3 2025 Reduced 3.16%
$71.6B
$2.74 Million 0.01% of portfolio
40,838
Q3 2025 Added 2.72%
$17.2B
$3.03 Million 0.01% of portfolio
27,390
Q3 2025 Added 15.63%
$27.1B
$2.04 Million 0.01% of portfolio
54,879
Q3 2025 Reduced 9.63%
$9.51B
$1.67 Million 0.01% of portfolio
6,028
Q3 2025 Reduced 16.17%
$41.3B
$1.25 Million 0.01% of portfolio
14,944
Q3 2025 Reduced 5.29%
$27B
$1.54 Million 0.01% of portfolio
11,619
Q3 2025 Reduced 0.14%
$25.3B
$1.19 Million 0.01% of portfolio
14,242
Q3 2025 Reduced 8.22%
$10.5B
$1.75 Million 0.01% of portfolio
16,795
Q3 2025 Reduced 0.9%
$34.1B
$2.46 Million 0.01% of portfolio
14,247
Q3 2025 Reduced 8.67%
$35.1B
$3.31 Million 0.01% of portfolio
54,399
Q3 2025 Reduced 5.11%
$74.3B
$1.23 Million 0.01% of portfolio
2,183
Q3 2025 Added 0.65%
$11.5B
$1.57 Million 0.01% of portfolio
6,167
Q3 2025 Reduced 6.33%
$13.8B
$1.76 Million 0.01% of portfolio
14,904
Q3 2025 Added 23.86%
$11B
$2.12 Million 0.01% of portfolio
24,949
Q3 2025 Reduced 1.63%
$28.9B
$1.73 Million 0.01% of portfolio
19,230
Q3 2025 Reduced 24.74%
$59.8B
$1.43 Million 0.01% of portfolio
7,606
Q3 2025 Reduced 1.58%
$82.2B
$1.88 Million 0.01% of portfolio
8,341
Q3 2025 Added 13.19%
$36B
$1.35 Million 0.01% of portfolio
46,910
Q3 2025 Reduced 22.55%
$123B
$3.55 Million 0.01% of portfolio
5,092
Q3 2025 Reduced 15.19%
$8.79B
$1.28 Million 0.01% of portfolio
11,720
Q3 2025 Reduced 9.78%
$25.8B
$1.94 Million 0.01% of portfolio
7,839
Q3 2025 Reduced 10.74%
$60.5B
$1.92 Million 0.01% of portfolio
45,887
Q3 2025 Reduced 18.16%
$37.9B
$1.38 Million 0.01% of portfolio
16,765
Q3 2025 Reduced 57.36%
$39.1B
$2.03 Million 0.01% of portfolio
7,846
Q3 2025 Reduced 4.74%
$55.9B
$2.28 Million 0.01% of portfolio
41,943
Q3 2025 Reduced 6.52%
$20.8B
$2.33 Million 0.01% of portfolio
11,478
Q3 2025 Reduced 27.33%
$5.3B
$1.38 Million 0.01% of portfolio
13,317
Q3 2025 Reduced 5.45%
$14.8B
$1.54 Million 0.01% of portfolio
11,124
Q3 2025 Added 0.42%
$67.3B
$2.29 Million 0.01% of portfolio
8,205
Q3 2025 Reduced 53.87%
$150B
$2.08 Million 0.01% of portfolio
35,055
Q3 2025 Reduced 58.34%
$68.7B
$2.8 Million 0.01% of portfolio
33,509
Q3 2025 Reduced 50.38%
$55.9B
$1.22 Million 0.01% of portfolio
1,276
Q3 2025 Reduced 17.2%
$21.2B
$1.49 Million 0.01% of portfolio
3,550
Q3 2025 Reduced 2.85%
$5.52B
$1.48 Million 0.01% of portfolio
10,284
Q3 2025 Reduced 7.74%
$15.4B
$1.5 Million 0.01% of portfolio
19,247
Q3 2025 Reduced 6.35%
$13B
$2.68 Million 0.01% of portfolio
270,277
Q3 2025 Reduced 9.06%
$29.2B
$1.54 Million 0.01% of portfolio
47,361
Q3 2025 Reduced 4.02%
$72.7B
$1.27 Million 0.01% of portfolio
6,473
Q3 2025 Reduced 4.96%
$37.1B
$1.45 Million 0.01% of portfolio
7,210
Q3 2025 Reduced 3.92%
$43.4B
$1.33 Million 0.01% of portfolio
7,543
Q3 2025 Reduced 13.4%
$11.4B
$1.61 Million 0.01% of portfolio
3,970
Q3 2025 Reduced 16.07%
$89.8B
$2.47 Million 0.01% of portfolio
13,846
Q3 2025 Reduced 8.21%
$19.3B
$1.23 Million 0.01% of portfolio
4,694
Q3 2025 Reduced 31.29%
$50.1B
$1.83 Million 0.01% of portfolio
15,243
Q3 2025 New
$46.4B
$1.21 Million 0.01% of portfolio
5,010
Q3 2025 Reduced 62.49%
$15.4B
$1.54 Million 0.01% of portfolio
11,946
Q3 2025 Reduced 2.53%
$42.4B
$1.3 Million 0.01% of portfolio
8,549
Q3 2025 Reduced 2.06%
$12.5B
$1.42 Million 0.01% of portfolio
4,785
Q3 2025 Reduced 11.03%

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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