ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,055,126,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in PDI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $7,688,464 449,355
2025-12-31 $6,772,941 382,436
2025-09-30 $7,129,386 360,070
2025-06-30 $6,499,406 342,615
2025-03-31 $6,617,714 334,228
2024-12-31 $4,432,026 241,659
2024-09-30 $4,288,990 211,593
2024-06-30 $3,791,813 201,585
2024-03-31 $3,619,652 187,644
2023-12-31 $3,891,775 216,812
2023-09-30 $3,904,727 225,968
2023-06-30 $4,106,962 219,038
2023-03-31 $2,873,270 159,449
2022-12-31 $2,028,993 109,794
2022-09-30 $2,334,747 120,472
2022-06-30 $2,307,804 110,580
2022-03-31 $3,153,575 129,404
2021-12-31 $3,119,123 120,383
2021-09-30 $1,047,278 39,401
2021-06-30 $1,093,569 37,958
2021-03-31 $849,454 30,176
2020-12-31 $792,212 29,974
2020-09-30 $776,751 30,629
2020-06-30 $881,688 35,667
2020-03-31 $799,746 36,204