Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $24.4 Billion distributed in 1516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $1.88B, Ishares Core S&P 500 ETF with a value of $1.88B, Ishares Tr Russell 200 Growth with a value of $1.24B, Vanguard Index Fds S&P 500 ETF with a value of $1.03B, and Ishares Tr with a value of $735M.

Examining the 13F form we can see an increase of $692M in the current position value, from $23.7B to 24.4B.

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 $24.4 Billion
ETFs: $20.5 Billion
Technology: $1.13 Billion
Financial Services: $532 Million
Consumer Cyclical: $388 Million
Healthcare: $386 Million
Industrials: $357 Million
Communication Services: $350 Million
Consumer Defensive: $217 Million
Other: $423 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79 Million 0.32% of portfolio
828,628
Q2 2025 Reduced 0.55%
$1.5T
$76.1 Million 0.31% of portfolio
432,033
Q2 2025 Added 9.06%
$914B
$74 Million 0.3% of portfolio
255,261
Q2 2025 Added 2.67%
$58.5B
$70.1 Million 0.29% of portfolio
1,124,241
Q2 2025 Reduced 32.41%
$0
$70.3 Million 0.29% of portfolio
1,737,287
Q2 2025 Reduced 47.1%
$0
$68.2 Million 0.28% of portfolio
1,013,142
Q2 2025 Reduced 9.05%
$140B
$66.4 Million 0.27% of portfolio
240,924
Q2 2025 Added 10.75%
$0
$59.4 Million 0.24% of portfolio
174,860
Q2 2025 Reduced 18.54%
$547B
$59.2 Million 0.24% of portfolio
44,176
Q2 2025 Added 22.71%
$566B
$57.5 Million 0.24% of portfolio
161,916
Q2 2025 Added 6.23%
$0
$55.3 Million 0.23% of portfolio
607,046
Q2 2025 Added 503.45%
$427B
$48.6 Million 0.2% of portfolio
132,670
Q2 2025 Added 6.22%
$0
$45.7 Million 0.19% of portfolio
393,667
Q2 2025 Reduced 11.66%
$0
$46.8 Million 0.19% of portfolio
1,603,479
Q2 2025 Reduced 10.73%
$0
$43.6 Million 0.18% of portfolio
494,047
Q2 2025 Reduced 45.54%
$0
$43.9 Million 0.18% of portfolio
401,840
Q2 2025 Reduced 14.62%
$1.52T
$41.9 Million 0.17% of portfolio
236,111
Q2 2025 Added 12.61%
$0
$41.5 Million 0.17% of portfolio
770,227
Q2 2025 Reduced 35.2%
$0
$41.3 Million 0.17% of portfolio
450,566
Q2 2025 Reduced 21.68%
$0
$39.3 Million 0.16% of portfolio
458,939
Q2 2025 Reduced 3.99%
$0
$37.9 Million 0.16% of portfolio
409,363
Q2 2025 Reduced 15.46%
$0
$39.9 Million 0.16% of portfolio
839,143
Q2 2025 Reduced 8.79%
$0
$36 Million 0.15% of portfolio
328,023
Q2 2025 Reduced 12.71%
$0
$36.8 Million 0.15% of portfolio
271,912
Q2 2025 Reduced 9.17%
$571B
$36.5 Million 0.15% of portfolio
65,000
Q2 2025 Added 6.55%
$0
$36.8 Million 0.15% of portfolio
1,436,425
Q2 2025 Added 70.75%
$0
$33.3 Million 0.14% of portfolio
495,406
Q2 2025 Reduced 8.35%
$152B
$32.7 Million 0.13% of portfolio
109,485
Q2 2025 Added 4.47%
$644B
$30.6 Million 0.13% of portfolio
62,936
Q2 2025 Reduced 22.24%
$313B
$32.1 Million 0.13% of portfolio
224,229
Q2 2025 Added 2.08%
$480B
$30.6 Million 0.13% of portfolio
283,832
Q2 2025 Added 8.91%
$0
$31.9 Million 0.13% of portfolio
175,726
Q2 2025 Reduced 17.73%
$0
$32 Million 0.13% of portfolio
421,084
Q2 2025 Added 45.18%
$0
$32.2 Million 0.13% of portfolio
518,912
Q2 2025 Reduced 17.41%
$0
$32.5 Million 0.13% of portfolio
616,527
Q2 2025 Reduced 5.35%
$0
$31.2 Million 0.13% of portfolio
1,125,858
Q2 2025 Added 8.33%
$0
$31.7 Million 0.13% of portfolio
605,651
Q2 2025 Reduced 23.7%
$1.34T
$31.1 Million 0.13% of portfolio
97,926
Q2 2025 Added 20.43%
$320B
$31.2 Million 0.13% of portfolio
100,140
Q2 2025 Added 2.6%
$278B
$30.2 Million 0.12% of portfolio
434,828
Q2 2025 Reduced 0.14%
$426B
$30.4 Million 0.12% of portfolio
30,713
Q2 2025 Added 13.29%
$722B
$29.8 Million 0.12% of portfolio
38,259
Q2 2025 Reduced 13.62%
$0
$28.6 Million 0.12% of portfolio
311,511
Q2 2025 Reduced 92.48%
$0
$29.8 Million 0.12% of portfolio
70,247
Q2 2025 Reduced 14.55%
$0
$29 Million 0.12% of portfolio
1,260,256
Q2 2025 Added 19.18%
$145B
$27.5 Million 0.11% of portfolio
77,062
Q2 2025 Added 13.46%
$0
$27.5 Million 0.11% of portfolio
267,611
Q2 2025 Added 539.67%
$0
$26.2 Million 0.11% of portfolio
278,750
Q2 2025 Added 5.25%
$813B
$27.1 Million 0.11% of portfolio
123,845
Q2 2025 Added 9.77%

Summary

  • Portfolio
  • No. of Stocks 1,516
  • Current Value $24.4 Billion
  • Prior Value $23.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 142 stocks
  • Additional Purchases 520 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 848 stocks
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