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
$0
$16.5 Million 0.07% of portfolio
196,434
Q3 2025 Added 3.57%
$12.6B
$13.2 Million 0.06% of portfolio
1,610,671
Q3 2025 Added 5.72%
$183B
$14.3 Million 0.06% of portfolio
50,695
Q3 2025 Reduced 5.12%
$191B
$14.8 Million 0.06% of portfolio
2,736
Q3 2025 Added 0.81%
$306B
$15.3 Million 0.06% of portfolio
230,476
Q3 2025 Reduced 13.64%
$113B
$15.3 Million 0.06% of portfolio
161,807
Q3 2025 Added 4.13%
$0
$15.2 Million 0.06% of portfolio
225,724
Q3 2025 Reduced 8.6%
$0
$15.2 Million 0.06% of portfolio
370,095
Q3 2025 Reduced 3.63%
$0
$13.8 Million 0.06% of portfolio
436,942
Q3 2025 Reduced 2.04%
$0
$15.1 Million 0.06% of portfolio
115,711
Q3 2025 Added 9.89%
$57.4B
$13.5 Million 0.06% of portfolio
21,095
Q3 2025 Reduced 6.01%
$0
$13.5 Million 0.06% of portfolio
144,685
Q3 2025 Reduced 10.24%
$0
$14.4 Million 0.06% of portfolio
73,555
Q3 2025 Reduced 90.49%
$0
$15.1 Million 0.06% of portfolio
279,983
Q3 2025 Added 5.76%
$0
$14.4 Million 0.06% of portfolio
211,625
Q3 2025 Reduced 17.13%
$0
$13.8 Million 0.06% of portfolio
436,684
Q3 2025 Reduced 2.49%
$0
$14.1 Million 0.06% of portfolio
151,670
Q3 2025 Added 54.91%
$0
$15.4 Million 0.06% of portfolio
201,145
Q3 2025 Added 17.99%
$0
$15 Million 0.06% of portfolio
328,182
Q3 2025 Added 18.88%
$128B
$13.6 Million 0.06% of portfolio
142,796
Q3 2025 Reduced 16.09%
$0
$14.6 Million 0.06% of portfolio
387,548
Q3 2025 Added 4.36%
$61.4B
$14.8 Million 0.06% of portfolio
72,801
Q3 2025 Reduced 2.17%
$204B
$13.9 Million 0.06% of portfolio
98,730
Q3 2025 Added 2.89%
$0
$14.4 Million 0.06% of portfolio
355,487
Q3 2025 Added 6.35%
$181B
$15.4 Million 0.06% of portfolio
157,231
Q3 2025 Reduced 21.12%
$33.9B
$13.5 Million 0.06% of portfolio
53,504
Q3 2025 Reduced 4.88%
$57.9B
$10.9 Million 0.05% of portfolio
50,838
Q3 2025 Reduced 3.8%
$7.23B
$12.3 Million 0.05% of portfolio
194,740
Q3 2025 Added 168.31%
$45.6B
$11.5 Million 0.05% of portfolio
255,203
Q3 2025 Added 657.93%
$156B
$11.1 Million 0.05% of portfolio
100,108
Q3 2025 Added 90.14%
$132B
$10.8 Million 0.05% of portfolio
51,381
Q3 2025 Reduced 10.6%
$0
$10.9 Million 0.05% of portfolio
521,436
Q3 2025 Added 7.32%
$0
$12.3 Million 0.05% of portfolio
122,643
Q3 2025 Added 26.51%
$0
$10.8 Million 0.05% of portfolio
130,722
Q3 2025 Added 51.53%
$61.6B
$10.9 Million 0.05% of portfolio
383,958
Q3 2025 Reduced 28.2%
$55.4B
$11.1 Million 0.05% of portfolio
36,196
Q3 2025 Reduced 21.83%
$187B
$10.9 Million 0.05% of portfolio
65,357
Q3 2025 Reduced 2.38%
$66.3B
$11.1 Million 0.05% of portfolio
48,204
Q3 2025 Reduced 11.31%
$0
$11.1 Million 0.05% of portfolio
205,635
Q3 2025 Added 25.23%
$0
$12.8 Million 0.05% of portfolio
661,009
Q3 2025 Added 3.72%
$0
$13.1 Million 0.05% of portfolio
519,243
Q3 2025 Added 13.66%
$0
$11.6 Million 0.05% of portfolio
279,544
Q3 2025 Added 4.8%
$1.46T
$12.7 Million 0.05% of portfolio
45,649
Q3 2025 Reduced 4.0%
$0
$12.2 Million 0.05% of portfolio
134,029
Q3 2025 Added 1.51%
$84B
$10.2 Million 0.04% of portfolio
53,267
Q3 2025 Reduced 1.98%
$163B
$9.6 Million 0.04% of portfolio
13,362
Q3 2025 Reduced 17.95%
$0
$8.52 Million 0.04% of portfolio
202,758
Q3 2025 Reduced 29.47%
$40.3B
$10.1 Million 0.04% of portfolio
29,800
Q3 2025 New
$120B
$9.08 Million 0.04% of portfolio
288,930
Q3 2025 Reduced 16.25%

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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