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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,503 positions · $124,608,059,289 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CP

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Shares Held

Position Value (USD)

12 quarters on record
Report Date Value (USD) Shares
2026-03-31 $82,969,230 1,054,783
2025-12-31 $68,278,645 927,321
2025-09-30 $83,982,633 1,127,435
2025-06-30 $88,189,381 1,112,519
2025-03-31 $93,666,599 1,334,092
2024-12-31 $113,964,078 1,574,742
2024-09-30 $158,896,537 1,857,570
2024-06-30 $144,587,723 1,836,501
2024-03-31 $172,616,228 1,957,766
2023-12-31 $145,103,877 1,835,364
2023-09-30 $139,904,565 1,880,185
2023-06-30 $82,571,736 1,022,307