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
$10.5B
$1.38 Million 0.01% of portfolio
11,142
Q3 2025 New
$14.1B
$1.58 Million 0.01% of portfolio
9,739
Q3 2025 Reduced 7.62%
$6.66B
$1.2 Million 0.01% of portfolio
7,445
Q3 2025 Reduced 43.23%
$39.4B
$1.52 Million 0.01% of portfolio
2,115
Q3 2025 Reduced 31.17%
$83.6B
$2.27 Million 0.01% of portfolio
17,397
Q3 2025 Reduced 0.42%
$89.3B
$3.37 Million 0.01% of portfolio
30,974
Q3 2025 Reduced 6.8%
$9.31B
$1.24 Million 0.01% of portfolio
54,579
Q3 2025 Added 3.67%
$54.5B
$3.03 Million 0.01% of portfolio
16,168
Q3 2025 Reduced 5.74%
$3.65B
$1.33 Million 0.01% of portfolio
36,514
Q3 2025 Reduced 5.9%
$2.33B
$1.47 Million 0.01% of portfolio
26,346
Q3 2025 Reduced 11.98%
$12.7B
$1.89 Million 0.01% of portfolio
20,285
Q3 2025 Reduced 10.52%
$98.1B
$1.95 Million 0.01% of portfolio
11,399
Q3 2025 Added 3.4%
$34.9B
$1.98 Million 0.01% of portfolio
8,298
Q3 2025 Reduced 6.28%
$22.8B
$1.22 Million 0.01% of portfolio
12,974
Q3 2025 Reduced 9.59%
$18.9B
$1.37 Million 0.01% of portfolio
10,343
Q3 2025 Reduced 0.23%
$10.1B
$2.34 Million 0.01% of portfolio
5,464
Q3 2025 Reduced 4.92%
$15.9B
$1.49 Million 0.01% of portfolio
4,517
Q3 2025 Added 20.84%
$45.2B
$3.21 Million 0.01% of portfolio
53,757
Q3 2025 Reduced 3.64%
$3.24B
$1.55 Million 0.01% of portfolio
26,877
Q3 2025 Reduced 4.3%
$20.4B
$1.3 Million 0.01% of portfolio
14,783
Q3 2025 Reduced 6.79%
$19B
$2.55 Million 0.01% of portfolio
12,447
Q3 2025 Reduced 21.36%
$59.6B
$1.42 Million 0.01% of portfolio
6,623
Q3 2025 Reduced 21.33%
$21.5B
$1.67 Million 0.01% of portfolio
22,736
Q3 2025 Reduced 77.34%
$65.7B
$1.2 Million 0.01% of portfolio
15,024
Q3 2025 Reduced 4.69%
$20.8B
$1.28 Million 0.01% of portfolio
9,473
Q3 2025 Reduced 1.92%
$111B
$1.82 Million 0.01% of portfolio
5,531
Q3 2025 Reduced 23.75%
$69.4B
$2.45 Million 0.01% of portfolio
29,902
Q3 2025 Added 79.88%
$47.4B
$2.34 Million 0.01% of portfolio
34,667
Q3 2025 Reduced 36.67%
$21B
$2.94 Million 0.01% of portfolio
124,505
Q3 2025 Added 7.55%
$115B
$1.61 Million 0.01% of portfolio
3,274
Q3 2025 Reduced 41.53%
$39.2B
$1.29 Million 0.01% of portfolio
13,334
Q3 2025 Reduced 9.11%
$73.4B
$1.69 Million 0.01% of portfolio
47,619
Q3 2025 Reduced 18.94%
$65.2B
$1.75 Million 0.01% of portfolio
4,147
Q3 2025 Added 1.25%
$49.5B
$1.96 Million 0.01% of portfolio
11,559
Q3 2025 Added 29.48%
$53.8B
$1.36 Million 0.01% of portfolio
9,543
Q3 2025 Reduced 23.08%
$2.2B
$1.55 Million 0.01% of portfolio
15,326
Q3 2025 Reduced 13.34%
$144B
$1.67 Million 0.01% of portfolio
3,652
Q3 2025 Reduced 21.02%
$34.7B
$2.18 Million 0.01% of portfolio
15,370
Q3 2025 Reduced 0.47%
$37.5B
$1.22 Million 0.01% of portfolio
21,459
Q3 2025 Added 2.05%
$53B
$1.95 Million 0.01% of portfolio
20,421
Q3 2025 Reduced 10.34%
$12B
$1.81 Million 0.01% of portfolio
8,146
Q3 2025 Reduced 1.24%
$0
$1.4 Million 0.01% of portfolio
32,692
Q3 2025 Reduced 3.96%
$74.1B
$1.77 Million 0.01% of portfolio
6,523
Q3 2025 Added 12.68%
$25.7B
$1.8 Million 0.01% of portfolio
10,783
Q3 2025 Reduced 4.58%
$16.1B
$1.39 Million 0.01% of portfolio
60,638
Q3 2025 Reduced 6.4%
$11.2B
$1.53 Million 0.01% of portfolio
13,523
Q3 2025 Reduced 20.11%
$13.5B
$3 Million 0.01% of portfolio
61,893
Q3 2025 Added 13.1%
$14.5B
$1.87 Million 0.01% of portfolio
17,571
Q3 2025 Added 0.1%
$46.1B
$1.54 Million 0.01% of portfolio
16,901
Q3 2025 Reduced 37.94%

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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