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	$16,400,404	465,656	+13.2%	Shares	Sole	2026-05-04
2025-12-31	$13,688,448	411,188	-39.5%	Shares	Sole	2026-02-10
2025-09-30	$20,759,885	679,538	-4.0%	Shares	Sole	2025-11-05
2025-06-30	$21,315,410	707,918	+1.9%	Shares	Sole	2025-08-01
2025-03-31	$16,863,135	694,814	+18.2%	Shares	Sole	2025-04-29
2024-12-31	$16,106,076	587,813	-25.8%	Shares	Sole	2025-02-13
2024-09-30	$28,393,302	791,782	+9.5%	Shares	Sole	2024-11-07
2024-06-30	$27,025,230	722,793	+30.9%	Shares	Sole	2024-08-08
2024-03-31	$20,287,570	552,193	-5.0%	Shares	Sole	2024-05-13
2023-12-31	$21,844,249	581,428	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$21,833,637	577,304	+53.1%	Shares	Sole	2023-11-13
2023-06-30	$16,960,915	376,993	+12.2%	Shares	Sole	2023-08-04
2023-03-31	$16,805,819	335,982	+6.9%	Shares	Sole	2023-05-11
2022-12-31	$12,690,828	314,285	-18.8%	Shares	Sole	2023-02-07
2022-09-30	$14,431,386	387,108	+4.3%	Shares	Sole	2022-11-10
2022-06-30	$15,337,122	371,269	+3.7%	Shares	Sole	2022-08-03
2022-03-31	$18,205,825	358,030	+2.3%	Shares	Sole	2022-05-04
2021-12-31	$21,598,162	350,108	+37.3%	Shares	Sole	2022-02-04
2021-09-30	$13,948,784	254,912	+9.7%	Shares	Sole	2021-10-07
2021-06-30	$13,472,343	232,402	+5.3%	Shares	Sole	2021-08-04
2021-03-31	$12,790,781	220,721	+3.1%	Shares	Sole	2021-05-04
2020-12-31	$11,288,786	214,046	-0.6%	Shares	Sole	2021-02-02
2020-09-30	$9,291,061	215,370	+12.0%	Shares	Sole	2020-10-09
2020-06-30	$7,156,983	192,237	+21.9%	Shares	Sole	2020-07-08
2020-03-31	$4,563,881	157,756	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.