ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

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	$855,505	48,914	-10.8%	Shares	Sole	2026-05-04
2025-12-31	$933,431	54,811	-4.5%	Shares	Sole	2026-02-10
2025-09-30	$960,390	57,371	-5.6%	Shares	Sole	2025-11-05
2025-06-30	$886,546	60,764	-4.8%	Shares	Sole	2025-08-01
2025-03-31	$820,202	63,829	-2.6%	Shares	Sole	2025-04-29
2024-12-31	$783,465	65,562	+5.3%	Shares	Sole	2025-02-13
2024-09-30	$843,027	62,262	-1.3%	Shares	Sole	2024-11-07
2024-06-30	$779,483	63,065	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$760,948	63,731	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$734,088	62,850	-4.7%	Shares	Sole	2024-02-13
2023-09-30	$745,860	65,947	-4.8%	Shares	Sole	2023-11-13
2023-06-30	$820,180	69,272	-3.7%	Shares	Sole	2023-08-04
2023-03-31	$841,253	71,902	-9.9%	Shares	Sole	2023-05-11
2022-12-31	$911,247	79,794	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$832,016	80,233	+9.1%	Shares	Sole	2022-11-10
2022-06-30	$881,188	73,555	+4.1%	Shares	Sole	2022-08-03
2022-03-31	$971,148	70,629	+16.2%	Shares	Sole	2022-05-04
2021-12-31	$974,542	60,757	+9.1%	Shares	Sole	2022-02-04
2021-09-30	$945,262	55,702	+9.6%	Shares	Sole	2021-10-07
2021-06-30	$1,005,688	50,818	+4.0%	Shares	Sole	2021-08-04
2021-03-31	$933,722	48,886	-4.4%	Shares	Sole	2021-05-04
2020-12-31	$956,910	51,117	+3.4%	Shares	Sole	2021-02-02
2020-09-30	$759,723	49,429	+8.7%	Shares	Sole	2020-10-09
2020-06-30	$622,084	45,474	+20.5%	Shares	Sole	2020-07-08
2020-03-31	$420,812	37,741	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.