Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
-1.43K
- 18.01%
$412.59 - $477.44 $588K - $681K
6.49K $2.92M
PH
Parker Hannifin Corp

Industrials
-389
- 3.13%
$502.63 - $566.67 $196K - $220K
12K $6.09M
FOXA
Fox Corp

Communication Services
-26.8K
- 79.53%
$30.09 - $34.81 $806K - $932K
6.89K $236K
ON
On Semiconductor Corp

Technology
-10.1K
- 45.18%
$60.65 - $76.29 $610K - $768K
12.2K $837K
NGG
National Grid PLC

Utilities
-2.01K
- 3.4%
$55.5 - $73.31 $111K - $147K
57K $3.24M
AIZ
Assurant, Inc.

Financial Services
-3.98K
- 73.01%
$164.81 - $187.22 $655K - $745K
1.47K $244K
EWJ
Ishares Msci Japan ETF

ETFs
-6.5K
- 6.31%
$66.01 - $70.48 $429K - $458K
96.6K $6.59M
DV
Double Verify Holdings, Inc.

Technology
-4.94K
- 11.72%
$17.59 - $34.07 $86.9K - $168K
37.2K $724K
MLM
Martin Marietta Materials Inc

Basic Materials
-645
- 11.44%
$534.99 - $621.53 $345K - $401K
4.99K $2.7M
GVI
Ishares Tr

ETFs
-6.65K
- 2.52%
$102.13 - $104.03 $679K - $691K
257K $26.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-26.8K
- 17.26%
$23.66 - $24.62 $634K - $660K
128K $3.06M
CHX
Champion X Corp

Energy
-19K
- 45.8%
$30.19 - $39.34 $574K - $748K
22.5K $747K
BR
Broadridge Financial Solutions, Inc.

Technology
-2.58K
- 9.16%
$190.46 - $207.24 $491K - $534K
25.6K $5.04M
AMP
Ameriprise Financial Inc

Financial Services
-848
- 2.62%
$407.69 - $442.22 $346K - $375K
31.5K $13.5M
FERG
Ferguson PLC

Industrials
-1.55K
- 9.29%
$190.98 - $223.85 $296K - $347K
15.1K $2.93M
HCA
Hca Healthcare, Inc.

Healthcare
-1.62K
- 10.41%
$297.0 - $343.29 $481K - $556K
13.9K $4.48M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-9.53K
- 2.92%
$36.61 - $38.62 $349K - $368K
317K $12M
FIVE
Five Below, Inc

Consumer Cyclical
-1.34K
- 17.24%
$108.97 - $178.88 $146K - $240K
6.44K $702K
ANSS
Ansys Inc

Technology
-1.6K
- 23.28%
$314.53 - $347.48 $503K - $556K
5.27K $1.69M
ICLR
Icon PLC

Healthcare
-964
- 5.66%
$288.23 - $331.73 $278K - $320K
16.1K $5.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-17K
- 7.96%
$57.57 - $63.3 $980K - $1.08M
197K $12.4M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-9.92K
- 55.93%
$60.34 - $65.19 $599K - $647K
7.82K $489K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.81K
- 8.48%
$124.6 - $132.46 $474K - $504K
41.1K $5.23M
VIS
Vanguard Industrial ETF

ETFs
-1.62K
- 5.28%
$232.2 - $244.04 $377K - $396K
29.2K $6.86M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-7.28K
- 68.25%
$74.43 - $92.22 $542K - $671K
3.39K $278K
ALGN
Align Technology Inc

Healthcare
-413
- 6.47%
$235.23 - $330.25 $97.1K - $136K
5.97K $1.44M
NICE
Nice Ltd.

Technology
-1.91K
- 53.96%
$161.78 - $254.61 $309K - $486K
1.63K $280K
FTV
Fortive Corp

Technology
-4.23K
- 15.36%
$72.73 - $84.82 $307K - $358K
23.3K $1.73M
NOC
Northrop Grumman Corp

Industrials
-549
- 5.9%
$423.42 - $488.06 $232K - $268K
8.76K $3.82M
EA
Electronic Arts Inc.

Communication Services
-6.1K
- 18.51%
$125.24 - $141.23 $764K - $861K
26.9K $3.74M
CCI
Crown Castle International Corp

Real Estate
-750
- 1.11%
$93.05 - $104.26 $69.8K - $78.2K
66.9K $6.53M
PAYX
Paychex Inc

Industrials
-1.13K
- 0.98%
$117.39 - $126.98 $133K - $144K
114K $13.5M
GD
General Dynamics Corp

Industrials
-2.71K
- 12.54%
$281.11 - $300.23 $762K - $814K
18.9K $5.49M
A
Agilent Technologies, Inc.

Healthcare
-636
- 1.89%
$129.63 - $154.64 $82.4K - $98.4K
33K $4.28M
VGSH
Vanguard

ETFs
-10.5K
- 17.36%
$57.55 - $58.0 $606K - $611K
50.1K $2.91M
AVTR
Avantor, Inc.

Basic Materials
-14.2K
- 19.73%
$21.2 - $25.87 $300K - $366K
57.6K $1.22M
VDE
Vanguard Energy ETF

ETFs
-2.94K
- 5.15%
$123.17 - $136.7 $362K - $402K
54.2K $6.91M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-69.4K
- 3.92%
$54.19 - $59.6 $3.76M - $4.14M
1.7M $101M
ILMN
Illumina, Inc.

Healthcare
-728
- 4.71%
$101.05 - $133.57 $73.6K - $97.2K
14.7K $1.54M
ENTG
Entegris Inc

Technology
-2.65K
- 6.07%
$122.2 - $140.62 $324K - $373K
41.1K $5.56M
FLGV
Franklin Templeton ETF Trfrank

ETFs
-28.4K
- 71.02%
$19.92 - $20.47 $565K - $580K
11.6K $235K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-15.4K
- 43.06%
$34.31 - $36.21 $529K - $558K
20.4K $713K
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.88K
- 4.85%
$126.54 - $138.72 $491K - $539K
76.1K $10.4M
EME
Emcor Group, Inc.

Industrials
-1.79K
- 33.9%
$328.63 - $398.69 $588K - $713K
3.49K $1.27M
IEX
Idex Corp

Industrials
-1.6K
- 27.66%
$198.23 - $241.58 $317K - $386K
4.18K $841K
JBHT
Hunt J B Transport Services Inc

Industrials
-1.43K
- 16.49%
$154.65 - $197.18 $221K - $281K
7.22K $1.16M
DVY
Ishares Tr

ETFs
-3.95K
- 9.76%
$115.73 - $125.75 $457K - $496K
36.5K $4.41M
IEF
Ishares Barclays

ETFs
-1.93K
- 0.52%
$91.24 - $94.6 $176K - $182K
370K $34.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-381
- 13.04%
$358.0 - $512.65 $136K - $195K
2.54K $978K
Activity Summary
Buys All Purchases 971 New Holdings 121 Increased Positions 850 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email