ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

AOS — Smith A O Corp

Top Portfolio Positions

2,503 positions · $124,608,059,289 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	11,645,986	$4,310,994,637	3.46%
NVDA	Nvidia Corp Technology	23,044,839	$4,019,019,921	3.23%
AAPL	Apple Inc. Technology	13,323,726	$3,381,428,421	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	13,100,276	$2,728,394,482	2.19%
AVGO	Broadcom Inc. Technology	7,398,279	$2,289,841,333	1.84%
JPM	Jpmorgan Chase & Co Financial Services	7,190,378	$2,115,121,592	1.70%
GOOGL	Alphabet Inc. Communication Services	7,317,233	$2,104,143,521	1.69%
META	Meta Platforms, Inc. Communication Services	3,172,380	$1,815,013,769	1.46%
QQQ	Invesco Qqq Trust, Series 1	3,008,527	$1,736,461,613	1.39%
SPY	Spdr S&P 500 ETF Trust	2,584,704	$1,680,936,399	1.35%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,768,513	527,275	+3.1%	Shares	Sole	2026-05-04
2025-12-31	$34,206,311	511,458	+11.3%	Shares	Sole	2026-02-10
2025-09-30	$33,728,371	459,452	+15.1%	Shares	Sole	2025-11-05
2025-06-30	$26,179,871	399,266	-0.7%	Shares	Sole	2025-08-01
2025-03-31	$26,277,269	402,039	+75.8%	Shares	Sole	2025-04-29
2024-12-31	$15,597,785	228,673	-4.0%	Shares	Sole	2025-02-13
2024-09-30	$21,392,745	238,147	-65.2%	Shares	Sole	2024-11-07
2024-06-30	$55,970,886	684,408	-12.7%	Shares	Sole	2024-08-08
2024-03-31	$70,129,214	783,917	+0.5%	Shares	Sole	2024-05-13
2023-12-31	$64,276,324	779,674	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$53,196,559	804,424	+17.6%	Shares	Sole	2023-11-13
2023-06-30	$49,801,025	684,268	+15.6%	Shares	Sole	2023-08-04
2023-03-31	$40,929,055	591,888	+395.8%	Shares	Sole	2023-05-11
2022-12-31	$6,832,853	119,372	+2.1%	Shares	Sole	2023-02-07
2022-09-30	$5,677,738	116,874	-9.1%	Shares	Sole	2022-11-10
2022-06-30	$7,026,872	128,509	-12.3%	Shares	Sole	2022-08-03
2022-03-31	$9,360,651	146,512	-3.8%	Shares	Sole	2022-05-04
2021-12-31	$13,072,637	152,273	+2.4%	Shares	Sole	2022-02-04
2021-09-30	$9,084,223	148,751	-27.3%	Shares	Sole	2021-10-07
2021-06-30	$14,746,862	204,647	-16.3%	Shares	Sole	2021-08-04
2021-03-31	$16,526,317	244,436	+13.9%	Shares	Sole	2021-05-04
2020-12-31	$11,763,385	214,582	-5.6%	Shares	Sole	2021-02-02
2020-09-30	$12,003,552	227,340	+8.5%	Shares	Sole	2020-10-09
2020-06-30	$9,876,116	209,595	+9.3%	Shares	Sole	2020-07-08
2020-03-31	$7,253,054	191,829	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.