ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

Top Portfolio Positions

2,500 positions · $124,651,097,046 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	3.22%
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	$43,336,455	1,998,914	-21.8%	Shares	Sole	2026-05-04
2025-12-31	$41,165,590	2,556,869	+3.8%	Shares	Sole	2026-02-10
2025-09-30	$27,329,708	2,464,356	+1.1%	Shares	Sole	2025-11-05
2025-06-30	$25,182,949	2,437,846	+4.5%	Shares	Sole	2025-08-01
2025-03-31	$20,431,429	2,332,355	-6.9%	Shares	Sole	2025-04-29
2024-12-31	$25,240,928	2,506,547	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$26,754,326	2,741,222	-7.2%	Shares	Sole	2024-11-07
2024-06-30	$33,725,201	2,953,170	-8.4%	Shares	Sole	2024-08-08
2024-03-31	$35,437,584	3,224,530	+21.3%	Shares	Sole	2024-05-13
2023-12-31	$25,010,566	2,657,871	-10.4%	Shares	Sole	2024-02-13
2023-09-30	$22,311,193	2,966,914	+37.0%	Shares	Sole	2023-11-13
2023-06-30	$16,866,463	2,165,143	-28.0%	Shares	Sole	2023-08-04
2023-03-31	$23,964,180	3,006,798	+75.5%	Shares	Sole	2023-05-11
2022-12-31	$10,739,218	1,712,794	-16.1%	Shares	Sole	2023-02-07
2022-09-30	$10,184,784	2,041,039	+11.5%	Shares	Sole	2022-11-10
2022-06-30	$9,461,585	1,830,094	+11.5%	Shares	Sole	2022-08-03
2022-03-31	$11,642,106	1,642,046	+5.1%	Shares	Sole	2022-05-04
2021-12-31	$12,203,773	1,562,583	+18.9%	Shares	Sole	2022-02-04
2021-09-30	$10,320,065	1,314,658	+1.8%	Shares	Sole	2021-10-07
2021-06-30	$10,398,587	1,291,750	+35.0%	Shares	Sole	2021-08-04
2021-03-31	$7,368,884	956,998	+7.3%	Shares	Sole	2021-05-04
2020-12-31	$5,209,116	891,972	-7.3%	Shares	Sole	2021-02-02
2020-09-30	$3,925,021	962,015	+28.5%	Shares	Sole	2020-10-09
2020-06-30	$3,398,553	748,580	+3.7%	Shares	Sole	2020-07-08
2020-03-31	$2,700,276	721,999	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.