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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 HLI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $47,314,316 329,441
2025-12-31 $59,819,284 343,414
2025-09-30 $83,337,334 405,890
2025-06-30 $79,350,032 440,956
2025-03-31 $79,981,098 495,239
2024-12-31 $90,202,998 519,423
2024-09-30 $84,237,617 533,082
2024-06-30 $65,107,575 482,779
2024-03-31 $59,422,474 463,550
2023-12-31 $57,649,370 480,772
2023-09-30 $50,365,360 470,177
2023-06-30 $26,110,546 265,594
2023-03-31 $22,191,401 253,645
2022-12-31 $21,630,235 248,167
2022-09-30 $18,638,760 247,264
2022-06-30 $19,516,626 247,265
2022-03-31 $21,280,525 242,375
2021-12-31 $24,042,312 232,248
2021-09-30 $23,335,653 253,373
2021-06-30 $19,724,639 241,162
2021-03-31 $14,449,097 217,247
2020-12-31 $11,609,814 172,688
2020-09-30 $10,087,747 170,834
2020-06-30 $8,119,378 145,927
2020-03-31 $6,968,287 133,697