ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,498 positions ·
$124,054,892,684 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 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.24% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.20% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.85% | |
| 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 | 1.70% | |
| 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 | 1.40% | |
| 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 UPS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,110,466 | 1,556,317 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,657,387 | 1,095,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,280,662 | 997,015 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $128,496,720 | 1,273,001 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $160,999,182 | 1,463,762 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $163,596,591 | 1,297,356 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $194,896,121 | 1,429,486 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $257,061,366 | 1,878,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $299,982,901 | 2,018,320 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $304,718,658 | 1,938,044 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $315,832,366 | 2,026,255 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,202,741 | 1,485,092 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $293,522,195 | 1,513,079 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $226,060,145 | 1,300,392 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,652,642 | 1,322,599 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $218,271,474 | 1,195,746 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $250,764,646 | 1,169,284 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $219,782,949 | 1,025,394 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $179,305,857 | 984,656 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $193,375,081 | 929,822 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $145,185,909 | 854,085 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $99,453,335 | 590,578 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $121,234,822 | 727,569 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $81,540,746 | 733,412 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $66,694,032 | 713,916 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||