Skip to main content

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 SU

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $29,761,333 450,179
2025-12-31 $25,993,496 585,967
2025-09-30 $22,132,625 529,362
2025-06-30 $23,845,838 636,738
2025-03-31 $23,581,525 609,027
2024-12-31 $22,091,486 619,156
2024-09-30 $23,970,642 649,259
2024-06-30 $25,017,793 656,635
2024-03-31 $22,905,091 620,566
2023-12-31 $29,683,810 926,461
2023-09-30 $29,962,445 871,508
2023-06-30 $15,415,019 525,751
2023-03-31 $16,261,537 523,721
2022-12-31 $12,683,147 399,721
2022-09-30 $10,677,801 379,318
2022-06-30 $10,922,516 311,449
2022-03-31 $8,810,250 270,336
2021-12-31 $4,062,018 162,286
2021-09-30 $3,779,139 182,215
2021-06-30 $4,242,330 176,985
2021-03-31 $3,459,388 165,521
2020-12-31 $2,251,523 134,179
2020-09-30 $1,691,017 138,268
2020-06-30 $2,562,433 151,983
2020-03-31 $2,274,931 143,983