ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

STT — State Street Corp

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	$51,607,877	407,774	+50.9%	Shares	Sole	2026-05-04
2025-12-31	$34,854,631	270,170	+23.0%	Shares	Sole	2026-02-10
2025-09-30	$25,478,580	219,624	-8.5%	Shares	Sole	2025-11-05
2025-06-30	$25,521,812	240,002	+4.5%	Shares	Sole	2025-08-01
2025-03-31	$20,560,654	229,651	-4.8%	Shares	Sole	2025-04-29
2024-12-31	$23,673,191	241,194	-26.2%	Shares	Sole	2025-02-13
2024-09-30	$28,900,406	326,669	-5.1%	Shares	Sole	2024-11-07
2024-06-30	$25,485,526	344,399	-3.2%	Shares	Sole	2024-08-08
2024-03-31	$27,513,626	355,841	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$27,633,777	356,749	-5.8%	Shares	Sole	2024-02-13
2023-09-30	$25,350,855	378,597	-5.9%	Shares	Sole	2023-11-13
2023-06-30	$29,431,386	402,178	-69.7%	Shares	Sole	2023-08-04
2023-03-31	$100,300,603	1,325,150	+304.4%	Shares	Sole	2023-05-11
2022-12-31	$25,415,345	327,644	-1.9%	Shares	Sole	2023-02-07
2022-09-30	$20,305,127	333,911	+4.3%	Shares	Sole	2022-11-10
2022-06-30	$19,733,240	320,085	-3.3%	Shares	Sole	2022-08-03
2022-03-31	$28,846,651	331,114	+1.1%	Shares	Sole	2022-05-04
2021-12-31	$30,473,589	327,673	+0.1%	Shares	Sole	2022-02-04
2021-09-30	$27,727,669	327,286	-2.2%	Shares	Sole	2021-10-07
2021-06-30	$27,530,147	334,591	-6.7%	Shares	Sole	2021-08-04
2021-03-31	$30,112,712	358,442	+143.1%	Shares	Sole	2021-05-04
2020-12-31	$10,732,284	147,462	-1.3%	Shares	Sole	2021-02-02
2020-09-30	$8,865,325	149,424	+2.2%	Shares	Sole	2020-10-09
2020-06-30	$9,294,950	146,262	-40.3%	Shares	Sole	2020-07-08
2020-03-31	$13,055,411	245,080	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.