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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 EQH

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $11,930,642 321,494
2025-12-31 $13,956,351 292,893
2025-09-30 $19,617,989 386,333
2025-06-30 $17,504,378 312,021
2025-03-31 $13,414,529 257,526
2024-12-31 $8,892,252 188,515
2024-09-30 $6,445,552 153,356
2024-06-30 $4,183,451 102,385
2024-03-31 $2,142,167 56,358
2023-12-31 $5,420,274 162,771
2023-09-30 $5,586,101 196,763
2023-06-30 $5,979,301 220,151
2023-03-31 $42,951,882 1,691,685
2022-12-31 $10,891,420 379,492
2022-09-30 $8,761,981 332,523
2022-06-30 $3,584,520 137,496
2022-03-31 $5,066,365 163,907
2021-12-31 $12,754,457 388,974
2021-09-30 $11,714,528 395,227
2021-06-30 $12,214,104 401,120
2021-03-31 $15,500,502 475,184
2020-12-31 $12,377,140 483,671
2020-09-30 $8,403,076 460,695
2020-06-30 $7,753,943 401,967
2020-03-31 $6,473,889 448,020