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
$27.7B
$10.3 Million 0.04% of portfolio
122,408
Q3 2025 Reduced 10.49%
$78.2B
$9.08 Million 0.04% of portfolio
28,089
Q3 2025 Added 3.33%
$17.6B
$9.92 Million 0.04% of portfolio
130,490
Q3 2025 Added 2.57%
$0
$10.6 Million 0.04% of portfolio
230,059
Q3 2025 Added 8.6%
$0
$8.6 Million 0.04% of portfolio
471,220
Q3 2025 Added 18.48%
$0
$9.23 Million 0.04% of portfolio
210,736
Q3 2025 Reduced 7.0%
$0
$9.25 Million 0.04% of portfolio
108,816
Q3 2025 New
$265B
$8.37 Million 0.04% of portfolio
10,508
Q3 2025 Reduced 17.59%
$0
$10.1 Million 0.04% of portfolio
213,345
Q3 2025 Added 3.78%
$0
$9.97 Million 0.04% of portfolio
135,541
Q3 2025 Added 3.78%
$0
$8.68 Million 0.04% of portfolio
66,882
Q3 2025 Added 2.19%
$0
$8.62 Million 0.04% of portfolio
77,533
Q3 2025 Reduced 4.94%
$0
$9.7 Million 0.04% of portfolio
58,395
Q3 2025 Reduced 5.84%
$0
$10.1 Million 0.04% of portfolio
177,194
Q3 2025 Reduced 1.28%
$26.1B
$10.2 Million 0.04% of portfolio
53,982
Q3 2025 Reduced 5.1%
$268B
$10.7 Million 0.04% of portfolio
63,814
Q3 2025 Added 9.94%
$107B
$10.4 Million 0.04% of portfolio
13,772
Q3 2025 Reduced 6.45%
$258B
$8.91 Million 0.04% of portfolio
53,241
Q3 2025 Reduced 9.42%
$167B
$9.62 Million 0.04% of portfolio
100,795
Q3 2025 Reduced 0.96%
$0
$10.4 Million 0.04% of portfolio
381,493
Q3 2025 Added 11.48%
$0
$9.71 Million 0.04% of portfolio
286,428
Q3 2025 Reduced 21.27%
$0
$10.1 Million 0.04% of portfolio
345,825
Q3 2025 Reduced 1.98%
$97.3B
$9.77 Million 0.04% of portfolio
115,488
Q3 2025 Reduced 3.08%
$59.7B
$10.4 Million 0.04% of portfolio
21,176
Q3 2025 Reduced 2.72%
$31.1B
$9.4 Million 0.04% of portfolio
97,418
Q3 2025 Added 11.53%
$14.8B
$9.39 Million 0.04% of portfolio
45,943
Q3 2025 Added 41.25%
$0
$8.6 Million 0.04% of portfolio
27,919
Q3 2025 Reduced 5.29%
$0
$9.85 Million 0.04% of portfolio
69,881
Q3 2025 Reduced 18.33%
$0
$8.43 Million 0.04% of portfolio
99,596
Q3 2025 Reduced 23.22%
$172B
$10.2 Million 0.04% of portfolio
232,285
Q3 2025 Reduced 3.91%
$85.9B
$10.4 Million 0.04% of portfolio
47,173
Q3 2025 Reduced 7.35%
$317B
$10.6 Million 0.04% of portfolio
126,043
Q3 2025 Added 74.06%
$0
$8.87 Million 0.04% of portfolio
99,660
Q3 2025 Added 5.04%
$47B
$7.06 Million 0.03% of portfolio
14,379
Q3 2025 Reduced 19.05%
$181B
$7.73 Million 0.03% of portfolio
273,558
Q3 2025 Reduced 19.88%
$147B
$6.51 Million 0.03% of portfolio
66,686
Q3 2025 Added 1.11%
$86.4B
$6.12 Million 0.03% of portfolio
17,412
Q3 2025 Reduced 22.7%
$0
$7.37 Million 0.03% of portfolio
186,324
Q3 2025 Reduced 15.75%
$77.2B
$7.01 Million 0.03% of portfolio
32,961
Q3 2025 Reduced 9.0%
$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%
$0
$5.96 Million 0.03% of portfolio
133,425
Q3 2025 Reduced 13.63%
$193B
$6.43 Million 0.03% of portfolio
56,147
Q3 2025 Added 0.49%
$0
$7.1 Million 0.03% of portfolio
72,051
Q3 2025 Added 4.13%
$0
$7.92 Million 0.03% of portfolio
81,884
Q3 2025 Added 4.74%
$0
$7.51 Million 0.03% of portfolio
150,764
Q3 2025 Reduced 0.21%
$0
$6.35 Million 0.03% of portfolio
330,786
Q3 2025 Reduced 2.56%
$0
$7.92 Million 0.03% of portfolio
208,274
Q3 2025 Added 77.74%

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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