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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 NDAQ

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $209,054,782 2,462,655
2025-12-31 $215,957,287 2,223,384
2025-09-30 $235,611,341 2,663,780
2025-06-30 $240,467,906 2,689,196
2025-03-31 $131,756,834 1,736,842
2024-12-31 $138,436,388 1,790,666
2024-09-30 $169,843,528 2,326,305
2024-06-30 $139,971,325 2,322,790
2024-03-31 $141,563,777 2,243,483
2023-12-31 $120,821,780 2,078,118
2023-09-30 $100,603,165 2,070,450
2023-06-30 $76,637,595 1,537,364
2023-03-31 $42,181,731 771,570
2022-12-31 $46,366,734 755,774
2022-09-30 $42,939,237 757,573
2022-06-30 $12,166,394 239,276
2022-03-31 $14,468,295 243,574
2021-12-31 $22,781,313 325,432
2021-09-30 $20,589,443 320,010
2021-06-30 $18,238,253 311,233
2021-03-31 $19,940,068 405,671
2020-12-31 $13,982,488 316,012
2020-09-30 $12,491,663 305,395
2020-06-30 $10,657,431 267,618
2020-03-31 $7,408,442 234,074