ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

CSX — Csx Corp

Top Portfolio Positions

2,503 positions · $124,608,059,289 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$102,183,589	2,489,247	-6.6%	Shares	Sole	2026-05-04
2025-12-31	$96,642,065	2,665,988	-7.0%	Shares	Sole	2026-02-10
2025-09-30	$101,773,932	2,866,064	-6.8%	Shares	Sole	2025-11-05
2025-06-30	$100,362,440	3,075,772	-0.1%	Shares	Sole	2025-08-01
2025-03-31	$90,581,390	3,077,859	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$100,186,281	3,104,626	+16.3%	Shares	Sole	2025-02-13
2024-09-30	$92,155,632	2,668,857	+2.5%	Shares	Sole	2024-11-07
2024-06-30	$87,080,418	2,603,301	+2.3%	Shares	Sole	2024-08-08
2024-03-31	$94,316,014	2,544,268	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$86,787,261	2,503,238	+1.7%	Shares	Sole	2024-02-13
2023-09-30	$75,654,132	2,460,297	+37.3%	Shares	Sole	2023-11-13
2023-06-30	$61,086,399	1,791,390	+81.2%	Shares	Sole	2023-08-04
2023-03-31	$29,591,348	988,355	+7.8%	Shares	Sole	2023-05-11
2022-12-31	$28,405,407	916,895	-7.2%	Shares	Sole	2023-02-07
2022-09-30	$26,312,088	987,691	+1.4%	Shares	Sole	2022-11-10
2022-06-30	$28,296,186	973,716	-4.4%	Shares	Sole	2022-08-03
2022-03-31	$38,147,843	1,018,634	+8.1%	Shares	Sole	2022-05-04
2021-12-31	$35,424,276	942,135	+7.5%	Shares	Sole	2022-02-04
2021-09-30	$26,070,054	876,599	+7.4%	Shares	Sole	2021-10-07
2021-06-30	$26,190,849	816,423	+221.5%	Shares	Sole	2021-08-04
2021-03-31	$8,160,892	253,917	+11.2%	Shares	Sole	2021-05-04
2020-12-31	$6,909,523	228,414	+0.5%	Shares	Sole	2021-02-02
2020-09-30	$5,884,745	227,298	-9.9%	Shares	Sole	2020-10-09
2020-06-30	$5,865,188	252,302	+17.5%	Shares	Sole	2020-07-08
2020-03-31	$4,100,216	214,671	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.