ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

Top Portfolio Positions

2,500 positions · $124,651,097,046 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	$30,819,890	231,537	+2.8%	Shares	Sole	2026-05-04
2025-12-31	$28,059,880	225,272	-23.5%	Shares	Sole	2026-02-10
2025-09-30	$37,909,060	294,325	-3.6%	Shares	Sole	2025-11-05
2025-06-30	$36,931,084	305,367	-6.2%	Shares	Sole	2025-08-01
2025-03-31	$39,526,776	325,484	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$43,210,281	327,922	-8.1%	Shares	Sole	2025-02-13
2024-09-30	$53,876,982	357,014	+5.2%	Shares	Sole	2024-11-07
2024-06-30	$41,190,892	339,271	+8.1%	Shares	Sole	2024-08-08
2024-03-31	$54,787,754	313,880	+12.8%	Shares	Sole	2024-05-13
2023-12-31	$45,204,412	278,181	+2.3%	Shares	Sole	2024-02-13
2023-09-30	$44,426,854	271,807	+34.0%	Shares	Sole	2023-11-13
2023-06-30	$33,952,323	202,870	-12.1%	Shares	Sole	2023-08-04
2023-03-31	$31,603,693	230,903	-1.3%	Shares	Sole	2023-05-11
2022-12-31	$27,446,779	233,948	-6.0%	Shares	Sole	2023-02-07
2022-09-30	$25,907,740	248,778	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$29,877,023	251,342	-0.0%	Shares	Sole	2022-08-03
2022-03-31	$40,643,530	251,367	+10.5%	Shares	Sole	2022-05-04
2021-12-31	$55,101,740	227,430	+7.1%	Shares	Sole	2022-02-04
2021-09-30	$42,371,018	212,418	+13.7%	Shares	Sole	2021-10-07
2021-06-30	$31,614,552	186,781	-2.4%	Shares	Sole	2021-08-04
2021-03-31	$32,691,929	191,472	+41.2%	Shares	Sole	2021-05-04
2020-12-31	$21,510,545	135,602	+10.5%	Shares	Sole	2021-02-02
2020-09-30	$14,971,435	122,767	+12.8%	Shares	Sole	2020-10-09
2020-06-30	$12,398,910	108,791	-2.5%	Shares	Sole	2020-07-08
2020-03-31	$8,213,415	111,565	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.