ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,730,908,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UFPI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,762,601 | 105,977 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,855,796 | 97,263 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,316,497 | 121,045 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,965,983 | 130,495 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,869,461 | 138,915 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,664,439 | 130,177 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,067,762 | 114,837 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,827,440 | 87,745 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,023,858 | 97,747 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,471,400 | 123,229 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,621,926 | 123,261 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,832,436 | 132,225 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $61,473,064 | 773,538 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,700,754 | 122,407 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,179,985 | 113,359 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,211,551 | 120,510 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,666,836 | 125,283 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,968,328 | 119,208 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,135,452 | 104,964 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,378,000 | 85,795 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,023,236 | 53,049 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,162,894 | 38,936 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,142,802 | 37,919 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,648,831 | 33,303 | Shares | Sole | 2020-07-08 | |
| No 13F history on record for this holder in this stock. | ||||||