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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

Portfolio Trend

25 quarters · across all stocks

Holdings in JCI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $244,191,631 1,864,770
2025-12-31 $225,992,200 1,887,200
2025-09-30 $210,115,109 1,911,006
2025-06-30 $257,993,115 2,442,654
2025-03-31 $205,194,074 2,561,404
2024-12-31 $193,382,999 2,450,057
2024-09-30 $152,889,526 1,969,972
2024-06-30 $159,659,876 2,401,984
2024-03-31 $153,025,817 2,342,710
2023-12-31 $101,387,261 1,758,974
2023-09-30 $91,214,550 1,714,237
2023-06-30 $75,015,053 1,100,896
2023-03-31 $71,373,647 1,185,215
2022-12-31 $67,921,088 1,061,267
2022-09-30 $38,376,194 779,687
2022-06-30 $43,106,507 900,303
2022-03-31 $69,982,205 1,067,290
2021-12-31 $98,089,538 1,206,365
2021-09-30 $75,415,756 1,107,752
2021-06-30 $74,456,206 1,084,893
2021-03-31 $60,825,091 1,019,358
2020-12-31 $45,114,168 968,323
2020-09-30 $41,760,464 1,022,288
2020-06-30 $35,151,602 1,029,631
2020-03-31 $25,180,397 933,991