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ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,500 positions · $124,651,097,046 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in WMG

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $11,107,218 434,895
2025-12-31 $8,934,447 291,309
2025-09-30 $10,001,037 293,630
2025-06-30 $8,226,153 301,988
2025-03-31 $9,248,218 294,999
2024-12-31 $9,916,156 319,876
2024-09-30 $10,088,428 322,314
2024-06-30 $4,910,160 160,201
2024-03-31 $9,057,617 274,307
2023-12-31 $6,104,378 170,561
2023-09-30 $809,397 25,777
2023-06-30 $346,736 13,290
2023-03-31 $3,860,008 115,673
2022-12-31 $572,331 16,343
2022-09-30 $375,444 16,176
2022-06-30 $587,295 24,109
2022-03-31 $1,027,513 27,147
2021-12-31 $1,075,441 24,906
2021-09-30 $229,812 5,377