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 WDS

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,936,114 248,581
2025-12-31 $360,924 23,151
2025-09-30 $439,926 29,231
2025-06-30 $472,188 30,602
2025-03-31 $1,285,857 88,741
2024-12-31 $1,611,027 103,271
2024-09-30 $2,946,074 170,886
2024-06-30 $3,365,297 178,910
2024-03-31 $4,409,875 220,825
2023-12-31 $10,038,460 475,982
2023-09-30 $12,474,729 535,626
2023-06-30 $9,223,613 397,741
2023-03-31 $8,454,809 376,942
2022-12-31 $5,718,087 236,187
2022-09-30 $4,109,434 203,841
2022-06-30 $4,438,772 205,880