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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

Portfolio Trend

25 quarters · across all stocks

Holdings in POR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $21,872,320 414,484
2025-12-31 $20,911,930 435,756
2025-09-30 $20,166,916 458,339
2025-06-30 $20,859,360 513,398
2025-03-31 $21,704,367 486,645
2024-12-31 $20,710,427 474,792
2024-09-30 $21,314,158 444,972
2024-06-30 $18,006,735 416,437
2024-03-31 $15,397,578 366,609
2023-12-31 $14,814,608 341,823
2023-09-30 $11,064,762 273,339
2023-06-30 $10,257,502 219,037
2023-03-31 $10,146,679 207,541
2022-12-31 $10,593,261 216,189
2022-09-30 $9,325,820 214,584
2022-06-30 $9,479,542 196,142
2022-03-31 $10,349,835 187,667
2021-12-31 $8,649,774 163,450
2021-09-30 $7,063,301 150,315
2021-06-30 $6,902,645 149,797
2021-03-31 $6,461,758 136,123
2020-12-31 $5,064,609 118,415
2020-09-30 $3,441,973 96,957
2020-06-30 $4,079,150 97,564
2020-03-31 $3,545,738 73,962