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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,500 positions · $124,651,097,046 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in AA

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $21,651,836 326,426
2025-12-31 $5,044,155 94,922
2025-09-30 $741,274 22,538
2025-06-30 $516,041 17,487
2025-03-31 $413,610 13,561
2024-12-31 $760,058 20,118
2024-09-30 $1,151,420 29,845
2024-06-30 $690,421 17,356
2024-03-31 $821,975 24,326
2023-12-31 $1,017,450 29,925
2023-09-30 $397,046 13,663
2023-06-30 $404,309 11,916
2023-03-31 $491,440 11,547
2022-12-31 $564,328 12,411
2022-09-30 $682,591 20,279
2022-06-30 $1,027,464 22,542
2022-03-31 $1,986,241 22,062
2021-12-31 $1,328,812 22,303
2021-09-30 $854,981 17,470
2021-06-30 $590,029 16,016
2020-12-31 $354,670 15,387
2020-09-30 $179,578 15,441
2020-06-30 $172,028 15,305