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 |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSD
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,428,766 | 203,528 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,451,004 | 196,347 | Shares | Sole | 2026-02-10 | |
| 2023-12-31 | $775,272 | 111,550 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $748,433 | 115,321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $769,509 | 119,489 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $815,548 | 126,638 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $914,736 | 139,868 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $856,159 | 138,987 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $853,992 | 129,197 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,002,810 | 128,896 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,031,915 | 114,530 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $937,282 | 102,885 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $905,042 | 96,796 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $818,827 | 91,387 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $806,712 | 87,118 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $696,604 | 83,028 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $605,464 | 71,315 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $444,419 | 58,094 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||