ENVESTNET ASSET MANAGEMENT INC

CIK
0001407543
City
CHICAGO
State / Country
IL

Top Portfolio Positions

2,080 positions · $111,259,745,178 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
10,429,019 $5,043,682,168 4.53%
NVDA
Nvidia Corp
20,740,532 $3,868,109,218 3.48%
AAPL
Apple Inc.
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
12,098,043 $2,792,470,285 2.51%
AVGO
Broadcom Inc.
6,430,562 $2,225,617,508 2.00%
JPM
Jpmorgan Chase & Co
Financial Services
6,778,558 $2,184,186,958 1.96%
GOOGL
Alphabet Inc.
6,693,651 $2,095,112,763 1.88%
META
Meta Platforms, Inc.
2,832,482 $1,869,693,043 1.68%
QQQ
Invesco Qqq Trust, Series 1
2,945,721 $1,809,585,867 1.63%
SPY
Spdr S&P 500 Etf Trust
2,472,999 $1,686,387,478 1.52%

Portfolio Trend

51 quarters · across all stocks

Holdings in NWG

Export CSV

Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2025-12-31 $53,238,220 3,042,184
2025-09-30 $49,241,179 3,479,942
2025-06-30 $46,755,576 3,304,281
2025-03-31 $32,715,036 2,744,550
2024-12-31 $21,694,918 2,133,227
2024-09-30 $20,699,508 2,211,486
2024-06-30 $14,127,379 1,759,325
2024-03-31 $7,699,150 1,132,228
2023-12-31 $5,158,830 916,311
2023-09-30 $4,119,005 706,519
2023-06-30 $2,590,094 423,218
2023-03-31 $4,210,938 638,021
2022-12-31 $3,035,883 469,951
2022-09-30 $2,044,672 409,754