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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 NVT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $68,071,086 575,508
2025-12-31 $52,491,810 514,777
2025-09-30 $53,704,942 544,454
2025-06-30 $43,414,835 592,694
2025-03-31 $23,187,043 442,332
2024-12-31 $31,852,940 467,326
2024-09-30 $40,546,905 577,098
2024-06-30 $71,738,293 936,409
2024-03-31 $60,642,787 804,281
2023-12-31 $32,862,017 556,135
2023-09-30 $29,044,295 548,109
2023-06-30 $16,818,740 325,503
2023-03-31 $13,411,278 312,326
2022-12-31 $10,711,856 278,447
2022-09-30 $7,697,224 243,506
2022-06-30 $6,131,500 195,707
2022-03-31 $7,266,585 208,930
2021-12-31 $6,567,046 172,817
2021-09-30 $4,588,887 141,939
2021-06-30 $3,186,792 102,010
2021-03-31 $2,602,077 93,231
2020-12-31 $1,599,533 68,679
2020-09-30 $1,100,070 62,186
2020-06-30 $2,508,733 133,942
2020-03-31 $2,435,505 144,369