ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,500 positions ·
$124,651,097,046 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 CHRW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,337,591 | 652,361 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $45,809,365 | 284,955 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $39,236,078 | 296,345 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $30,788,819 | 320,884 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $25,156,812 | 245,672 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $26,156,594 | 253,161 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $35,118,630 | 318,190 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $30,384,569 | 344,809 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,664,448 | 389,604 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,141,896 | 406,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $52,138,364 | 605,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $67,265,700 | 712,938 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $235,692,026 | 2,371,863 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,160,175 | 678,901 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $67,280,432 | 698,582 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $65,541,483 | 646,557 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $74,347,689 | 690,258 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $70,105,338 | 651,355 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $52,031,307 | 598,061 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $50,557,445 | 539,740 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $47,528,529 | 498,046 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $45,975,836 | 489,782 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $58,647,147 | 573,903 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $46,868,191 | 592,818 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $32,032,988 | 483,882 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||