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 |
|---|---|---|---|---|---|
| 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 DSM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,154,376 | 192,076 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,197,751 | 194,125 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,168,388 | 197,363 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,097,656 | 196,010 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,010,632 | 175,153 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,011,050 | 174,019 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,062,295 | 170,513 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,024,180 | 172,421 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,272,428 | 217,138 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,246,595 | 218,318 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,067,396 | 214,768 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,269,298 | 222,684 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,407,247 | 234,151 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,470,195 | 254,359 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $887,612 | 156,822 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $951,299 | 152,942 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,007,566 | 142,513 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,097,448 | 131,431 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $945,430 | 118,475 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,485,564 | 180,506 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $812,464 | 103,763 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $780,719 | 99,202 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $667,384 | 91,548 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $588,025 | 81,219 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $481,845 | 67,203 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||