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
$119B
$13.9 Million 0.06% of portfolio
155,394
Q2 2025 Added 16.44%
$140B
$15.6 Million 0.06% of portfolio
78,933
Q2 2025 Added 4.55%
$0
$15.5 Million 0.06% of portfolio
246,952
Q2 2025 Reduced 3.39%
$0
$15.8 Million 0.06% of portfolio
384,028
Q2 2025 Reduced 5.61%
$0
$14.1 Million 0.06% of portfolio
446,034
Q2 2025 Reduced 3.33%
$0
$14.4 Million 0.06% of portfolio
161,198
Q2 2025 Added 1.51%
$0
$14.1 Million 0.06% of portfolio
264,726
Q2 2025 Reduced 56.5%
$0
$13.7 Million 0.06% of portfolio
447,836
Q2 2025 Reduced 6.87%
$0
$14.3 Million 0.06% of portfolio
298,880
Q2 2025 Added 20.62%
$463B
$15.2 Million 0.06% of portfolio
99,829
Q2 2025 Reduced 23.0%
$62B
$15.7 Million 0.06% of portfolio
534,765
Q2 2025 Added 8.15%
$126B
$14.8 Million 0.06% of portfolio
170,185
Q2 2025 Reduced 4.4%
$0
$14.5 Million 0.06% of portfolio
346,229
Q2 2025 Added 1.04%
$331B
$13.9 Million 0.06% of portfolio
101,646
Q2 2025 Added 27.13%
$60.8B
$15.2 Million 0.06% of portfolio
74,416
Q2 2025 Reduced 17.86%
$25.2B
$14.5 Million 0.06% of portfolio
616,151
Q2 2025 Added 15.15%
$0
$14.4 Million 0.06% of portfolio
149,528
Q2 2025 New
$185B
$13.9 Million 0.06% of portfolio
34,334
Q2 2025 Added 5.58%
$163B
$15.4 Million 0.06% of portfolio
124,744
Q2 2025 Added 14.12%
$0
$15.7 Million 0.06% of portfolio
189,666
Q2 2025 Reduced 25.78%
$91.8B
$12 Million 0.05% of portfolio
54,342
Q2 2025 Reduced 8.03%
$0
$11.4 Million 0.05% of portfolio
287,498
Q2 2025 Reduced 50.3%
$143B
$12.3 Million 0.05% of portfolio
345,010
Q2 2025 Reduced 6.08%
$35.7B
$11 Million 0.05% of portfolio
136,756
Q2 2025 Added 15.48%
$0
$12.8 Million 0.05% of portfolio
105,293
Q2 2025 Reduced 1.18%
$142B
$13.4 Million 0.05% of portfolio
57,470
Q2 2025 Reduced 5.77%
$53.4B
$12 Million 0.05% of portfolio
22,444
Q2 2025 Added 34.81%
$0
$11.7 Million 0.05% of portfolio
54,407
Q2 2025 Reduced 94.75%
$0
$13.3 Million 0.05% of portfolio
239,443
Q2 2025 Added 16.95%
$0
$12.4 Million 0.05% of portfolio
170,471
Q2 2025 Reduced 38.3%
$0
$12.4 Million 0.05% of portfolio
276,065
Q2 2025 Added 37.72%
$53.9B
$11.6 Million 0.05% of portfolio
46,302
Q2 2025 Reduced 3.94%
$86.1B
$12.3 Million 0.05% of portfolio
182,411
Q2 2025 Reduced 24.26%
$16.1B
$12.3 Million 0.05% of portfolio
304,160
Q2 2025 Added 41.35%
$0
$11.2 Million 0.05% of portfolio
192,624
Q2 2025 Reduced 60.73%
$0
$13.2 Million 0.05% of portfolio
371,365
Q2 2025 Reduced 1.12%
$195B
$12.7 Million 0.05% of portfolio
95,954
Q2 2025 Added 15.56%
$71.5B
$13.4 Million 0.05% of portfolio
54,352
Q2 2025 Reduced 9.35%
$0
$12.2 Million 0.05% of portfolio
363,811
Q2 2025 Added 0.12%
$0
$12.2 Million 0.05% of portfolio
637,279
Q2 2025 Added 7.33%
$0
$11.2 Million 0.05% of portfolio
456,825
Q2 2025 Added 17.28%
$0
$11.1 Million 0.05% of portfolio
266,737
Q2 2025 Added 13.34%
$0
$13.4 Million 0.05% of portfolio
334,266
Q2 2025 Reduced 8.45%
$65B
$11.2 Million 0.05% of portfolio
21,768
Q2 2025 Reduced 11.58%
$0
$11.9 Million 0.05% of portfolio
237,600
Q2 2025 Added 83.38%
$0
$11.4 Million 0.05% of portfolio
85,569
Q2 2025 Reduced 11.52%
$88.5B
$11.7 Million 0.05% of portfolio
50,914
Q2 2025 Reduced 8.17%
$0
$11.4 Million 0.05% of portfolio
132,039
Q2 2025 Added 4,193.95%
$168B
$9.47 Million 0.04% of portfolio
24,484
Q2 2025 Reduced 13.45%

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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