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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,503 positions · $124,730,908,279 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $83,595,472 514,497
2025-12-31 $108,699,635 487,071
2025-09-30 $134,156,635 563,281
2025-06-30 $144,078,634 592,843
2025-03-31 $157,122,808 648,036
2024-12-31 $161,551,479 714,545
2024-09-30 $136,072,704 632,808
2024-06-30 $129,539,714 657,562
2024-03-31 $135,892,651 663,344
2023-12-31 $136,812,228 664,944
2023-09-30 $123,155,961 687,830
2023-06-30 $50,674,167 305,948
2023-03-31 $40,764,927 278,126
2022-12-31 $31,429,073 234,318
2022-09-30 $34,645,026 240,057
2022-06-30 $33,221,562 233,052
2022-03-31 $34,827,188 223,667
2021-12-31 $41,833,603 228,824
2021-09-30 $30,914,386 185,516
2021-06-30 $35,911,511 222,321
2021-03-31 $37,733,944 246,466
2020-12-31 $23,425,199 152,906
2020-09-30 $19,875,768 150,574
2020-06-30 $20,127,557 159,502
2020-03-31 $17,367,924 183,148