Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LANC
Lancaster Colony Corp

Consumer Defensive
-1.52K
- 33.41%
$166.07 - $196.44 $252K - $298K
3.02K $528K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-492
- 44.44%
$314.47 - $431.35 $155K - $212K
615 $225K
WSO
Watsco Inc

Industrials
-764
- 19.76%
$463.86 - $530.75 $354K - $405K
3.1K $1.58M
ECL
Ecolab Inc.

Basic Materials
-2.34K
- 13.26%
$229.72 - $269.82 $538K - $632K
15.3K $3.88M
TSCO
Tractor Supply CO

Consumer Cyclical
-5.67K
- 19.98%
$51.66 - $57.94 $293K - $328K
22.7K $1.25M
INVH
Invitation Homes Inc.

Real Estate
-8.9K
- 45.95%
$30.28 - $34.85 $269K - $310K
10.5K $364K
STAG
Stag Industrial, Inc.

Real Estate
-8.06K
- 50.96%
$32.39 - $37.07 $261K - $299K
7.75K $280K
CRBG
Corebridge Financial, Inc.

Financial Services
-9.78K
- 29.75%
$29.61 - $34.68 $289K - $339K
23.1K $728K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1.2K
- 57.95%
$233.07 - $290.7 $279K - $347K
867 $234K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-12.6K
- 19.34%
$22.98 - $24.13 $289K - $304K
52.5K $1.25M
DASH
Door Dash, Inc.

Communication Services
-1.96K
- 27.15%
$168.37 - $213.38 $329K - $417K
5.25K $959K
CHK
Chesapeake Energy Corp

Energy
-2.89K
- 39.88%
N/A
4.36K $373K
YJUN
First Tr Exchange Traded Fd Vi
-12K
- 54.34%
$21.51 - $23.37 $258K - $280K
10.1K $228K
CLH
Clean Harbors Inc

Industrials
-903
- 42.96%
$188.14 - $246.1 $170K - $222K
1.2K $236K
MFG
Mizuho Financial Group Inc

Financial Services
-52.2K
- 79.64%
$4.83 - $6.04 $252K - $315K
13.3K $73K
RMD
Resmed Inc

Healthcare
-972
- 16.15%
$219.7 - $257.65 $214K - $250K
5.05K $1.13M
PHYL
Pgim ETF Tr

ETFs
-7.12K
- 36.1%
$34.67 - $35.44 $247K - $252K
12.6K $439K
BWA
Borgwarner Inc

Consumer Cyclical
-6.64K
- 37.97%
$27.78 - $32.9 $184K - $218K
10.8K $310K
CVS
Cvs Health Corp

Healthcare
-20.6K
- 40.95%
$44.22 - $68.64 $909K - $1.41M
29.6K $2.01M
IXJ
Ishares Global Healthcare ETF

ETFs
-2.99K
- 56.84%
$86.01 - $94.19 $257K - $281K
2.27K $206K
WING
Wingstop Inc.

Consumer Cyclical
-673
- 42.7%
$207.0 - $311.93 $139K - $210K
903 $203K
BMO
Bank Of Montreal

Financial Services
-2.23K
- 11.36%
$94.92 - $104.14 $211K - $232K
17.4K $1.66M
CWST
Casella Waste Systems Inc

Industrials
-2.49K
- 41.26%
$104.2 - $115.86 $260K - $289K
3.55K $395K
LSTR
Landstar System Inc

Industrials
-1.01K
- 23.71%
$146.63 - $177.82 $148K - $179K
3.24K $486K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-1.37K
- 48.72%
$147.38 - $176.39 $201K - $241K
1.44K $218K
CACI
Caci International Inc

Technology
-567
- 39.71%
N/A
861 $368K
POR
Portland General Electric CO

Utilities
-5.72K
- 44.1%
$40.56 - $45.24 $232K - $259K
7.25K $323K
STT
State Street Corp

Financial Services
-2.13K
- 35.18%
$84.47 - $102.23 $179K - $217K
3.92K $350K
VONE
Vanguard Russell 1000 ETF

ETFs
-233
- 1.65%
$250.16 - $278.79 $58.3K - $65K
13.9K $3.53M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-43.9K
- 47.55%
$9.49 - $14.83 $417K - $651K
48.4K $659K
EHC
Encompass Health Corp

Healthcare
-3.18K
- 33.48%
$91.05 - $102.2 $289K - $325K
6.31K $639K
ROAD
Construction Partners, Inc.

Industrials
-1.99K
- 35.76%
$67.61 - $93.18 $134K - $185K
3.57K $256K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-2.09K
- 12.42%
$55.05 - $64.52 $115K - $135K
14.7K $829K
INGR
Ingredion Inc

Consumer Defensive
-1.63K
- 39.26%
$125.6 - $137.36 $205K - $224K
2.52K $340K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.44K
- 20.45%
$134.68 - $159.3 $194K - $230K
5.6K $785K
RGEN
Repligen Corp

Healthcare
-1.35K
- 39.06%
$127.24 - $174.24 $171K - $234K
2.1K $266K
CUBE
Cube Smart

Real Estate
-5.28K
- 24.15%
$40.23 - $43.23 $212K - $228K
16.6K $708K
PODD
Insulet Corp

Healthcare
-881
- 41.69%
$237.06 - $288.29 $209K - $254K
1.23K $323K
CPT
Camden Property Trust

Real Estate
-2.33K
- 24.13%
$109.16 - $125.53 $254K - $292K
7.32K $895K
NVR
Nvr Inc

Consumer Cyclical
-18
- 18.18%
$7062.02 - $8382.63 $127K - $151K
81 $586K
PCOR
Procore Technologies, Inc.

Technology
-2.31K
- 28.9%
$65.21 - $88.33 $151K - $204K
5.68K $375K
POWI
Power Integrations Inc

Technology
-2.34K
- 25.36%
$50.5 - $66.7 $118K - $156K
6.9K $348K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.58K
- 3.67%
N/A
67.6K $5.81M
ARW
Arrow Electronics Inc

Technology
-1.66K
- 32.44%
$101.93 - $119.3 $169K - $197K
3.45K $357K
BCPC
Balchem Corp

Basic Materials
-1.41K
- 31.96%
$154.22 - $176.16 $217K - $248K
3K $497K
MEDP
Medpace Holdings, Inc.

Healthcare
-455
- 15.35%
$304.69 - $360.97 $139K - $164K
2.51K $764K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2K
- 19.7%
$110.75 - $119.78 $222K - $240K
8.16K $942K
DE
Deere & CO

Industrials
-913
- 19.87%
$408.57 - $509.27 $373K - $465K
3.68K $1.73M
RTO
Rentokil Initial PLC

Industrials
-7.72K
- 44.82%
$20.76 - $27.11 $160K - $209K
9.51K $217K
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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