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
LII
Lennox International Inc

Industrials
-1.59K
- 43.44%
$553.05 - $666.93 $880K - $1.06M
2.07K $1.16M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-11.9K
- 23.22%
$62.28 - $71.92 $738K - $853K
39.2K $2.49M
SHOP
Shopify Inc.

Technology
-5.37K
- 11.34%
$90.59 - $129.31 $486K - $694K
42K $4.01M
AXON
Axon Enterprise, Inc.

Industrials
-1.3K
- 26.61%
$496.65 - $710.01 $648K - $926K
3.6K $1.89M
PCAR
Paccar Inc

Industrials
-8.92K
- 39.74%
$96.91 - $112.51 $865K - $1M
13.5K $1.32M
NVS
Novartis Ag

Healthcare
-13.8K
- 37.18%
$97.14 - $115.57 $1.34M - $1.59M
23.3K $2.6M
KEYS
Keysight Technologies, Inc.

Technology
-6.02K
- 60.81%
$148.16 - $185.11 $893K - $1.12M
3.88K $581K
RELX
Relx PLC

Communication Services
-24.4K
- 52.77%
$45.34 - $51.91 $1.1M - $1.26M
21.8K $1.1M
GLOB
Globant S.A.

Technology
-765
- 8.19%
$117.72 - $228.73 $90.1K - $175K
8.57K $1.01M
BX
Blackstone Inc.

Financial Services
-3.77K
- 26.85%
$136.53 - $186.74 $514K - $703K
10.3K $1.43M
SF
Stifel Financial Corp

Financial Services
-8.21K
- 47.7%
$91.62 - $117.6 $752K - $966K
9K $848K
TTEK
Tetra Tech Inc

Industrials
-12.3K
- 21.15%
$28.26 - $42.58 $347K - $523K
45.8K $1.34M
WWD
Woodward, Inc.

Industrials
-6.01K
- 79.36%
$171.38 - $195.22 $1.03M - $1.17M
1.56K $285K
HXL
Hexcel Corp

Industrials
-14.4K
- 67.09%
$54.76 - $70.69 $789K - $1.02M
7.07K $387K
TTWO
Take Two Interactive Software Inc

Communication Services
-6.23K
- 42.99%
$178.61 - $217.95 $1.11M - $1.36M
8.26K $1.71M
CVX
Chevron Corp

Energy
-40.6K
- 15.59%
$146.71 - $167.97 $5.95M - $6.81M
220K $36.7M
TRP
Tc Energy Corp

Energy
-20.9K
- 31.99%
$44.29 - $49.27 $926K - $1.03M
44.4K $2.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.39K
- 28.97%
$283.24 - $338.07 $959K - $1.15M
8.3K $2.45M
BSY
Bentley Systems Inc

Technology
-16.9K
- 45.18%
$39.34 - $47.7 $664K - $805K
20.5K $805K
UBS
Ubs Group Ag

Financial Services
-31K
- 58.09%
$30.28 - $35.78 $939K - $1.11M
22.4K $685K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-19.6K
- 74.59%
$47.59 - $48.35 $931K - $946K
6.67K $322K
MANH
Manhattan Associates Inc

Technology
-1.51K
- 22.04%
$163.5 - $295.1 $247K - $445K
5.34K $923K
IT
Gartner Inc

Technology
-1.79K
- 67.29%
$418.25 - $548.38 $748K - $981K
869 $364K
TT
Trane Technologies PLC

Industrials
-1.45K
- 10.87%
$332.0 - $400.86 $482K - $582K
11.9K $4.02M
DAL
Delta Air Lines, Inc.

Industrials
-9.87K
- 34.37%
$43.6 - $69.06 $430K - $681K
18.8K $821K
PRI
Primerica, Inc.

Financial Services
-3.54K
- 48.63%
$271.41 - $296.43 $962K - $1.05M
3.74K $1.06M
HBAN
Huntington Bancshares Inc

Financial Services
-43.4K
- 21.09%
$14.28 - $17.39 $620K - $755K
162K $2.44M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3.4K
- 41.36%
$203.38 - $274.79 $692K - $935K
4.82K $991K
SRLN
Ssga Active Trust

ETFs
-18.3K
- 7.21%
$41.02 - $41.99 $750K - $768K
235K $9.68M
AVEM
American Centy ETF Tr Avantis

ETFs
-16K
- 36.82%
$57.11 - $62.4 $913K - $998K
27.4K $1.65M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.86K
- 57.09%
$161.13 - $209.29 $784K - $1.02M
3.66K $604K
SPOT
Spotify Technology S.A.

Communication Services
-3.51K
- 34.72%
$457.79 - $648.32 $1.61M - $2.28M
6.6K $3.63M
PCG
Pg&E Corp

Utilities
-41.3K
- 69.38%
$15.16 - $20.4 $627K - $844K
18.3K $313K
FITB
Fifth Third Bancorp

Financial Services
-15K
- 15.37%
$37.48 - $44.96 $562K - $674K
82.5K $3.23M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-3.42K
- 32.15%
$62.41 - $133.91 $213K - $458K
7.21K $452K
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.4K
- 53.15%
$156.61 - $168.02 $846K - $908K
4.76K $764K
CTVA
Corteva, Inc.

Basic Materials
-20.9K
- 28.26%
$55.94 - $66.15 $1.17M - $1.38M
52.9K $3.33M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-18.4K
- 75.53%
$36.64 - $45.76 $676K - $844K
5.97K $223K
ABNB
Airbnb, Inc.

Consumer Cyclical
-4.78K
- 21.1%
$119.38 - $161.42 $571K - $772K
17.9K $2.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16K
- 16.52%
$442.66 - $534.52 $7.09M - $8.56M
80.9K $43.1M
TFC
Truist Financial Corp

Financial Services
-15K
- 15.16%
$39.48 - $48.15 $592K - $722K
83.9K $3.45M
NWE
Northwestern Corp

Utilities
-16.2K
- 70.53%
$51.11 - $57.87 $829K - $938K
6.77K $392K
AZO
Autozone Inc

Consumer Cyclical
-301
- 58.22%
$3193.96 - $3828.11 $961K - $1.15M
216 $823K
PFF
Ishares Trust Ishares Pfd And

ETFs
-15.6K
- 3.14%
$30.73 - $32.26 $478K - $502K
481K $14.8M
CHDN
Churchill Downs Inc

Consumer Cyclical
-5.15K
- 44.72%
$106.5 - $132.91 $548K - $684K
6.36K $706K
IQV
Iqvia Holdings Inc.

Healthcare
-3.54K
- 34.64%
$176.3 - $209.96 $624K - $743K
6.68K $1.18M
ALGN
Align Technology Inc

Healthcare
-3.39K
- 59.89%
$158.86 - $234.89 $539K - $796K
2.27K $360K
BRKR
Bruker Corp

Healthcare
-12.4K
- 70.59%
$41.74 - $62.95 $519K - $783K
5.18K $216K
CPNG
Coupang, Inc.

Consumer Cyclical
-37.1K
- 72.34%
$21.34 - $25.52 $791K - $946K
14.2K $310K
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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