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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,054,892,684 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in PRI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $22,889,112 91,381
2025-12-31 $21,892,651 84,737
2025-09-30 $27,810,631 100,186
2025-06-30 $36,587,489 133,692
2025-03-31 $29,139,855 102,414
2024-12-31 $28,484,171 104,945
2024-09-30 $26,251,706 99,007
2024-06-30 $17,229,411 72,827
2024-03-31 $15,663,283 61,920
2023-12-31 $13,892,915 67,520
2023-09-30 $11,938,405 61,535
2023-06-30 $8,186,868 41,398
2023-03-31 $7,265,083 42,180
2022-12-31 $6,089,041 42,935
2022-09-30 $5,530,560 44,800
2022-06-30 $5,588,206 46,689
2022-03-31 $7,283,339 53,233
2021-12-31 $8,088,670 52,774
2021-09-30 $7,888,132 51,345
2021-06-30 $7,589,005 49,556
2021-03-31 $6,555,225 44,346
2020-12-31 $4,355,537 32,521
2020-09-30 $6,498,195 57,435
2020-06-30 $7,098,957 60,883
2020-03-31 $5,161,038 58,330