ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

Top Portfolio Positions

2,503 positions · $124,730,908,279 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	11,645,986	$4,310,994,637	3.46%
NVDA	Nvidia Corp Technology	23,044,839	$4,019,019,921	3.22%
AAPL	Apple Inc. Technology	13,323,726	$3,381,428,421	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	13,100,276	$2,728,394,482	2.19%
AVGO	Broadcom Inc. Technology	7,398,279	$2,289,841,333	1.84%
JPM	Jpmorgan Chase & Co Financial Services	7,190,378	$2,115,121,592	1.70%
GOOGL	Alphabet Inc. Communication Services	7,317,233	$2,104,143,521	1.69%
META	Meta Platforms, Inc. Communication Services	3,172,380	$1,815,013,769	1.46%
QQQ	Invesco Qqq Trust, Series 1	3,008,527	$1,736,461,613	1.39%
SPY	Spdr S&P 500 ETF Trust	2,584,704	$1,680,936,399	1.35%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,034,209	447,748	+22.0%	Shares	Sole	2026-05-04
2025-12-31	$3,281,203	367,025	+9.4%	Shares	Sole	2026-02-10
2025-09-30	$3,142,491	335,378	-6.2%	Shares	Sole	2025-11-05
2025-06-30	$3,104,532	357,665	+53.1%	Shares	Sole	2025-08-01
2025-03-31	$2,198,891	233,676	-5.8%	Shares	Sole	2025-04-29
2024-12-31	$2,937,314	248,084	-9.8%	Shares	Sole	2025-02-13
2024-09-30	$2,839,929	275,187	+30.3%	Shares	Sole	2024-11-07
2024-06-30	$2,209,277	211,212	-6.3%	Shares	Sole	2024-08-08
2024-03-31	$2,510,265	225,338	+8.7%	Shares	Sole	2024-05-13
2023-12-31	$2,224,092	207,278	-1.7%	Shares	Sole	2024-02-13
2023-09-30	$1,971,961	210,905	+34.7%	Shares	Sole	2023-11-13
2023-06-30	$1,585,055	156,626	-67.3%	Shares	Sole	2023-08-04
2023-03-31	$4,737,519	479,506	+331.2%	Shares	Sole	2023-05-11
2022-12-31	$1,074,249	111,206	-8.8%	Shares	Sole	2023-02-07
2022-09-30	$1,148,279	121,898	+2.1%	Shares	Sole	2022-11-10
2022-06-30	$1,184,249	119,380	+4.2%	Shares	Sole	2022-08-03
2022-03-31	$1,349,622	114,569	+12.5%	Shares	Sole	2022-05-04
2021-12-31	$1,194,759	101,855	-4.3%	Shares	Sole	2022-02-04
2021-09-30	$1,270,356	106,395	+503.7%	Shares	Sole	2021-10-07
2021-06-30	$218,877	17,623	+62.3%	Shares	Sole	2021-08-04
2021-03-31	$135,328	10,861	-26.0%	Shares	Sole	2021-05-04
2020-12-31	$166,324	14,680	+41.5%	Shares	Sole	2021-02-02
2020-09-30	$82,369	10,374	-57.7%	Shares	Sole	2020-10-09
2020-06-30	$199,895	24,527	-33.0%	Shares	Sole	2020-07-08
2020-03-31	$319,003	36,625	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.