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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.7B
$2.85 Million 0.01% of portfolio
10,404
Q3 2025 Reduced 12.2%
$29.5B
$1.47 Million 0.01% of portfolio
2,267
Q3 2025 Reduced 19.84%
$75.4B
$2.11 Million 0.01% of portfolio
16,074
Q3 2025 Reduced 23.93%
$11.3B
$1.89 Million 0.01% of portfolio
14,862
Q3 2025 Reduced 9.34%
$64.7B
$2.51 Million 0.01% of portfolio
22,385
Q3 2025 Reduced 32.97%
$25.4B
$1.76 Million 0.01% of portfolio
6,879
Q3 2025 Added 17.35%
$44B
$2.43 Million 0.01% of portfolio
1,625
Q3 2025 Reduced 27.13%
$76.2B
$1.89 Million 0.01% of portfolio
3,904
Q3 2025 Reduced 6.13%
$0
$2.4 Million 0.01% of portfolio
43,063
Q3 2025 Reduced 35.58%
$0
$1.37 Million 0.01% of portfolio
16,506
Q3 2025 Reduced 42.84%
$29.2B
$2.7 Million 0.01% of portfolio
60,692
Q3 2025 Reduced 3.45%
$0
$1.54 Million 0.01% of portfolio
30,370
Q3 2025 Reduced 17.41%
$0
$2.31 Million 0.01% of portfolio
114,873
Q3 2025 Reduced 3.38%
$0
$2.04 Million 0.01% of portfolio
32,984
Q3 2025 Added 18.99%
$0
$1.32 Million 0.01% of portfolio
67,123
Q3 2025 Reduced 4.68%
$0
$1.72 Million 0.01% of portfolio
37,608
Q3 2025 Reduced 22.16%
$0
$3.11 Million 0.01% of portfolio
74,069
Q3 2025 Added 7.66%
$26.3B
$2.66 Million 0.01% of portfolio
58,086
Q3 2025 Added 15.05%
$64.9B
$1.48 Million 0.01% of portfolio
17,661
Q3 2025 Reduced 16.87%
$0
$1.33 Million 0.01% of portfolio
61,226
Q3 2025 Reduced 44.75%
$94.5B
$3.38 Million 0.01% of portfolio
9,907
Q3 2025 Reduced 4.06%
$10.6B
$1.34 Million 0.01% of portfolio
23,159
Q3 2025 Added 0.62%
$0
$1.38 Million 0.01% of portfolio
28,859
Q3 2025 Added 57.1%
$12.8B
$2.47 Million 0.01% of portfolio
17,310
Q3 2025 Reduced 20.37%
$20.3B
$1.22 Million 0.01% of portfolio
8,915
Q3 2025 Reduced 16.99%
$0
$3.06 Million 0.01% of portfolio
61,341
Q3 2025 Added 12.2%
$0
$2.87 Million 0.01% of portfolio
50,335
Q3 2025 Added 8.5%
$0
$3.26 Million 0.01% of portfolio
43,556
Q3 2025 Added 11.65%
$0
$2.65 Million 0.01% of portfolio
28,302
Q3 2025 Reduced 15.26%
$46.8B
$1.5 Million 0.01% of portfolio
1,575
Q3 2025 Reduced 2.3%
$6.46B
$1.35 Million 0.01% of portfolio
7,416
Q3 2025 Reduced 10.51%
$72.9B
$1.22 Million 0.01% of portfolio
4,685
Q3 2025 Reduced 26.6%
$8.94B
$1.44 Million 0.01% of portfolio
7,027
Q3 2025 Reduced 16.48%
$84.4B
$2.99 Million 0.01% of portfolio
15,232
Q3 2025 Reduced 27.2%
$25.4B
$2 Million 0.01% of portfolio
73,537
Q3 2025 Reduced 0.97%
$22.7B
$2.34 Million 0.01% of portfolio
135,611
Q3 2025 Reduced 16.4%
$109B
$1.44 Million 0.01% of portfolio
47,733
Q3 2025 Reduced 5.74%
$74.9B
$2.81 Million 0.01% of portfolio
10,784
Q3 2025 Reduced 8.02%
$6B
$3.1 Million 0.01% of portfolio
45,113
Q3 2025 Reduced 17.65%
$22.8B
$1.36 Million 0.01% of portfolio
11,235
Q3 2025 Reduced 6.78%
$0
$3.4 Million 0.01% of portfolio
43,516
Q3 2025 Reduced 21.12%
$0
$3.18 Million 0.01% of portfolio
76,872
Q3 2025 Added 3.12%
$0
$1.22 Million 0.01% of portfolio
45,022
Q3 2025 Added 8.21%
$0
$2.3 Million 0.01% of portfolio
9,301
Q3 2025 Reduced 40.69%
$0
$3.08 Million 0.01% of portfolio
124,681
Q3 2025 Added 8.39%
$0
$1.62 Million 0.01% of portfolio
15,398
Q3 2025 Added 9.13%
$0
$2.03 Million 0.01% of portfolio
70,223
Q3 2025 Reduced 0.44%
$0
$1.72 Million 0.01% of portfolio
18,707
Q3 2025 Reduced 17.74%
$0
$1.81 Million 0.01% of portfolio
27,897
Q3 2025 Reduced 6.14%

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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