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 CMS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,981,191 | 412,235 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,537,523 | 408,087 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,450,225 | 415,646 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $71,960,166 | 1,038,686 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $72,689,805 | 967,778 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $56,966,821 | 854,716 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $59,244,302 | 838,798 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $52,676,787 | 884,878 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $46,790,894 | 775,454 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,600,857 | 526,965 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,725,573 | 710,329 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,337,762 | 550,430 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,441,700 | 398,203 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,994,660 | 378,883 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,332,846 | 366,292 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,808,312 | 411,975 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,634,828 | 366,526 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,400,357 | 344,356 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,598,906 | 328,125 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $18,540,012 | 313,812 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,875,138 | 291,982 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $17,532,748 | 287,375 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,160,474 | 360,861 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $21,506,446 | 368,135 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $25,842,186 | 439,867 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||