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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,503 positions · $124,730,908,279 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in DOCS

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,896,329 124,306
2025-12-31 $5,824,281 131,533
2025-09-30 $10,085,044 137,868
2025-06-30 $8,394,379 136,850
2025-03-31 $9,335,460 160,873
2024-12-31 $8,697,497 162,905
2024-09-30 $5,921,337 135,904
2024-06-30 $4,155,894 148,584
2024-03-31 $3,433,150 127,579
2023-12-31 $3,792,886 135,267
2023-09-30 $3,325,534 156,717
2023-06-30 $4,397,050 129,249
2023-03-31 $3,662,372 113,106
2022-12-31 $3,422,650 101,986
2022-09-30 $3,344,417 110,669
2022-06-30 $3,525,037 101,236
2022-03-31 $1,526,028 29,296
2021-12-31 $2,290,489 45,691
2021-09-30 $296,733 3,677