ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,730,908,279 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 | 3.22% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CBRE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,250,249 | 836,042 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $130,420,627 | 811,124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $133,069,031 | 844,561 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $115,610,209 | 825,080 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $113,519,263 | 868,017 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $123,575,268 | 941,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $100,930,375 | 810,816 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,553,087 | 825,419 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $82,337,289 | 846,743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $82,684,585 | 888,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,633,723 | 848,006 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,052,489 | 855,563 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $87,460,245 | 1,201,212 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,024,603 | 805,933 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $52,478,628 | 777,346 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $61,007,011 | 828,787 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $80,240,617 | 876,755 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $97,933,747 | 902,532 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $84,386,098 | 866,743 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $75,055,586 | 875,488 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $73,043,212 | 923,312 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $36,925,772 | 588,740 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $27,878,949 | 593,548 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $25,221,319 | 557,747 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $17,020,861 | 451,362 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||