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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 EOS

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $490,896 23,993
2025-12-31 $461,106 19,697
2025-09-30 $353,087 14,755
2025-06-30 $332,693 13,742
2025-03-31 $256,175 12,141
2024-12-31 $697,160 29,109
2024-09-30 $572,033 26,361
2024-06-30 $564,102 25,900
2024-03-31 $514,940 25,530
2023-12-31 $202,381 10,811
2023-09-30 $230,675 13,427
2023-06-30 $191,888 10,726
2022-09-30 $249,252 16,291
2022-06-30 $181,489 11,210
2022-03-31 $226,086 10,766
2021-12-31 $244,006 9,923
2021-09-30 $216,201 9,311
2021-06-30 $268,488 11,533