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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 RTO

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $76,039,215 2,415,477
2025-12-31 $56,609,746 1,921,580
2025-09-30 $39,231,935 1,553,740
2025-06-30 $18,121,920 755,080
2025-03-31 $17,814,505 777,926
2024-12-31 $15,909,239 628,327
2024-09-30 $18,223,181 730,974
2024-06-30 $23,701,142 799,364
2024-03-31 $21,052,961 698,274
2023-12-31 $15,282,632 534,171
2023-09-30 $20,197,881 545,152
2023-06-30 $14,876,697 381,356
2023-03-31 $12,672,182 347,088
2022-12-31 $9,621,778 312,294