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 USB

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $337,728,027 6,493,521
2025-12-31 $322,187,946 6,038,005
2025-09-30 $327,608,626 6,778,577
2025-06-30 $334,279,307 7,387,388
2025-03-31 $304,894,558 7,221,567
2024-12-31 $387,326,096 8,097,974
2024-09-30 $372,014,007 8,135,010
2024-06-30 $319,128,450 8,038,500
2024-03-31 $377,194,602 8,438,358
2023-12-31 $344,510,661 7,960,043
2023-09-30 $258,259,331 7,811,837
2023-06-30 $208,155,931 6,300,119
2023-03-31 $217,130,555 6,023,039
2022-12-31 $222,575,976 5,103,783
2022-09-30 $193,979,399 4,810,997
2022-06-30 $197,550,100 4,292,701
2022-03-31 $208,841,444 3,929,284
2021-12-31 $211,107,081 3,758,360
2021-09-30 $214,944,312 3,616,156
2021-06-30 $192,197,524 3,373,662
2021-03-31 $170,124,157 3,075,830
2020-12-31 $70,953,215 1,522,928
2020-09-30 $50,646,979 1,412,747
2020-06-30 $50,391,410 1,368,588
2020-03-31 $40,870,102 1,186,360