ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,948,087 | 275,490 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,591,594 | 257,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,276,137 | 279,257 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,247,142 | 276,199 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,854,254 | 274,145 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,743,807 | 275,049 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,113,819 | 196,027 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,280,416 | 194,802 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,637,945 | 191,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,111,850 | 393,636 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,199,845 | 450,826 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,935,758 | 509,487 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $127,792,593 | 2,956,068 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,870,403 | 250,355 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,762,625 | 244,661 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,709,602 | 228,412 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,396,179 | 215,991 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,638,920 | 217,746 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,124,824 | 187,313 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $11,099,173 | 259,758 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $10,167,664 | 249,147 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,152,343 | 269,075 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,784,263 | 374,882 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $9,771,964 | 314,475 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,785,988 | 223,097 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||