ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,498 positions · $124,055,126,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in SWKS

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $15,818,080 295,389
2025-12-31 $12,726,957 200,709
2025-09-30 $19,790,942 257,092
2025-06-30 $39,223,303 526,346
2025-03-31 $30,689,684 474,852
2024-12-31 $21,985,013 247,914
2024-09-30 $26,152,320 264,780
2024-06-30 $27,935,044 262,104
2024-03-31 $33,482,253 309,105
2023-12-31 $43,418,964 386,221
2023-09-30 $41,805,019 424,029
2023-06-30 $54,883,201 495,828
2023-03-31 $166,045,523 1,407,404
2022-12-31 $19,397,385 212,854
2022-09-30 $18,210,858 213,567
2022-06-30 $18,778,128 202,700
2022-03-31 $28,746,230 215,683
2021-12-31 $31,566,180 203,469
2021-09-30 $26,509,312 160,877
2021-06-30 $27,018,725 140,906
2021-03-31 $23,768,549 129,543
2020-12-31 $16,961,883 110,949
2020-09-30 $14,618,676 100,472
2020-06-30 $16,801,954 131,409
2020-03-31 $11,759,369 131,566