Envestnet Asset Management 13F Holdings & Latest Moves

13F filer · Latest filing May 4, 2026 · SEC CIK 0001407543

Envestnet Asset Management reported a 13F portfolio worth $373.58B as of Q1 2026. Latest 13F moves (filed May 4, 2026): 38 added, 25 reduced. Largest change by value: added $AAPL ($3.82B held).

13F value (Q1 2026)
$373.58B
New positions
0
Added / reduced
38 / 25
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +1.65M (+14.12%) 13.32M $3.82B +5.8%+12.2% —
$AMZN Added +1M (+8.28%) 13.10M $3.15B -1.1%-8.1% —
$AVGO Added +967.72K (+15.05%) 7.40M $2.78B +2.9%+15.1% —
$ASML Added +57.94K (+16.29%) 413.70K $816.65M +13.0%+24.5% —
$ADI Added +244.65K (+18.14%) 1.59M $632.78M +6.5%+10.5% —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$APH Reduced -213.65K (-3.92%) 5.23M $922.45M -13.2%+4.7% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $697.78M +13.3%+28.1% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $551.23M +13.3%+28.1% —
$ABT Reduced -278.27K (-5.09%) 5.19M $471.33M -5.7%-0.6% —
$AZN Reduced -1.78M (-43.95%) 2.27M $430.62M -0.9%-3.9% —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +1.65M (+14.12%) 13.32M $3.82B +5.8%+12.2% —
$AMZN Added +1M (+8.28%) 13.10M $3.15B -1.1%-8.1% —
$AVGO Added +967.72K (+15.05%) 7.40M $2.78B +2.9%+15.1% —
$ASML Added +57.94K (+16.29%) 413.70K $816.65M +13.0%+24.5% —
$ADI Added +244.65K (+18.14%) 1.59M $632.78M +6.5%+10.5% —
$AMGN Added +499.65K (+41.72%) 1.70M $613.01M +1.8%+5.2% —
$ANET Added +299.33K (+10.25%) 3.22M $543.52M -21.0%+1.0% —
$BLK Added +17.96K (+3.41%) 545.16K $524.21M +2.8%-5.8% —
$BAC Added +604.22K (+7.22%) 8.98M $511.60M -3.2%+0.4% —
$BAC Added +604.22K (+7.22%) 8.98M $495.26M -3.2%+0.4% —
$AMD Added +201.90K (+34.86%) 781K $441.18M +34.3%+58.8% —
$AXP Added +162.12K (+27.62%) 749K $253.35M -2.2%-5.8% —
$APP Added +54.49K (+12.52%) 489.88K $252.81M +0.7%+20.2% —
$APD Added +171.27K (+27.92%) 784.70K $232.67M +2.1%-5.4% —
$APD Added +171.27K (+27.92%) 784.70K $219.54M +2.1%-5.4% —
$ACGL Added +130.14K (+6.22%) 2.22M $218.30M +0.2%-6.2% —
$ACGL Added +130.14K (+6.22%) 2.22M $202.48M +0.2%-6.2% —
$AZO Added +999 (+1.58%) 64.12K $202.22M -1.6%-12.1% —
$BA Added +168.58K (+22.38%) 921.94K $199.57M +7.6%-4.8% —
$AZO Added +999 (+1.58%) 64.12K $197.60M -1.6%-12.1% —
$AMT Added +507.57K (+96.43%) 1.03M $195.71M -1.9%+0.8% —
$AMT Added +507.57K (+96.43%) 1.03M $170.37M -1.9%+0.8% —
$ABNB Added +138.74K (+14.71%) 1.08M $158.79M -1.3%-3.8% —
$AON Added +78.90K (+22.91%) 423.21K $141.62M -0.9%+0.2% —
$ARW Added +177.61K (+39.84%) 623.39K $138.93M +9.2%+23.6% —
$AON Added +78.90K (+22.91%) 423.21K $138.18M -0.9%+0.2% —
$ARW Added +177.61K (+39.84%) 623.39K $130.61M +9.2%+23.6% —
$ARES Added +62.66K (+7.31%) 920.11K $122.21M +3.9%+2.6% —
$ATO Added +122.70K (+22.23%) 674.57K $116.21M -3.0%-9.9% —
$AME Added +285.68K (+154.91%) 470.10K $114.23M +0.8%-1.0% —
$ATO Added +122.70K (+22.23%) 674.57K $113.48M -3.0%-9.9% —
$AME Added +285.68K (+154.91%) 470.10K $107.12M +0.8%-1.0% —
$BMY Added +291.86K (+19.03%) 1.83M $105.18M -3.0%-4.6% —
$ARES Added +62.66K (+7.31%) 920.11K $102.42M +3.9%+2.6% —
$AER Added +54.70K (+9.57%) 626.22K $92.53M +6.2%-2.1% —
$A Added +37.66K (+5.75%) 692.91K $91.35M -0.6%+22.5% —
$A Added +37.66K (+5.75%) 692.91K $89.52M -0.6%+22.5% —
$AER Added +54.70K (+9.57%) 626.22K $87.43M +6.2%-2.1% —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$APH Reduced -213.65K (-3.92%) 5.23M $922.45M -13.2%+4.7% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $697.78M +13.3%+28.1% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $551.23M +13.3%+28.1% —
$ABT Reduced -278.27K (-5.09%) 5.19M $471.33M -5.7%-0.6% —
$AZN Reduced -1.78M (-43.95%) 2.27M $430.62M -0.9%-3.9% —
$AZN Reduced -1.78M (-43.95%) 2.27M $413.95M -0.9%-3.9% —
$AEP Reduced -230.92K (-7.17%) 2.99M $412.07M -2.2%-5.5% —
$AEP Reduced -230.92K (-7.17%) 2.99M $384.03M -2.2%-5.5% —
$ADP Reduced -169.93K (-12.35%) 1.21M $270.23M +0.2%+7.8% —
$ADP Reduced -169.93K (-12.35%) 1.21M $268.24M +0.2%+7.8% —
$BKNG Reduced -15.03K (-1.17%) 1.27M $227.19M -4.7%-0.5% —
$AJG Reduced -244.68K (-20.02%) 977.35K $221.88M -4.1%-2.2% —
$AJG Reduced -244.68K (-20.02%) 977.35K $215.94M -4.1%-2.2% —
$BKNG Reduced -15.03K (-1.17%) 1.27M $208.52M -4.7%-0.5% —
$ACN Reduced -195.57K (-12.25%) 1.40M $172.28M -4.3%-1.5% —
$BDX Reduced -175.12K (-14.60%) 1.02M $155M -2.2%-0.5% —
$BDX Reduced -175.12K (-14.60%) 1.02M $150.93M -2.2%-0.5% —
$AMP Reduced -197.78K (-38.50%) 315.99K $144.37M -1.0%-5.9% —
$AMP Reduced -197.78K (-38.50%) 315.99K $143.13M -1.0%-5.9% —
$ADSK Reduced -7.47K (-1.34%) 549.44K $113.51M -4.6%-7.2% —
$ADSK Reduced -7.47K (-1.34%) 549.44K $106.46M -4.6%-7.2% —
$AFL Reduced -42.46K (-5.06%) 796.08K $94.50M +1.9%+1.6% —
$AFL Reduced -42.46K (-5.06%) 796.08K $93.04M +1.9%+1.6% —
$AVY Reduced -56.96K (-9.17%) 564K $91.56M +1.0%-2.2% —
$AVY Reduced -56.96K (-9.17%) 564K $89.53M +1.0%-2.2% —

All tracked 13F moves by Envestnet Asset Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BKNG Reduced -15.03K (-1.17%) 1.27M $227.19M -4.7%-0.5% —
$BKNG Reduced -15.03K (-1.17%) 1.27M $208.52M -4.7%-0.5% —
$AVY Reduced -56.96K (-9.17%) 564K $89.53M +1.0%-2.2% —
$AVY Reduced -56.96K (-9.17%) 564K $91.56M +1.0%-2.2% —
$ADSK Reduced -7.47K (-1.34%) 549.44K $106.46M -4.6%-7.2% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $697.78M +13.3%+28.1% —
$APH Reduced -213.65K (-3.92%) 5.23M $922.45M -13.2%+4.7% —
$AEP Reduced -230.92K (-7.17%) 2.99M $412.07M -2.2%-5.5% —
$AMAT Reduced -22.39K (-2.20%) 997.69K $551.23M +13.3%+28.1% —
$AFL Reduced -42.46K (-5.06%) 796.08K $94.50M +1.9%+1.6% —
$AFL Reduced -42.46K (-5.06%) 796.08K $93.04M +1.9%+1.6% —
$AEP Reduced -230.92K (-7.17%) 2.99M $384.03M -2.2%-5.5% —
$ADSK Reduced -7.47K (-1.34%) 549.44K $113.51M -4.6%-7.2% —
$ABT Reduced -278.27K (-5.09%) 5.19M $471.33M -5.7%-0.6% —
$BDX Reduced -175.12K (-14.60%) 1.02M $155M -2.2%-0.5% —
$BDX Reduced -175.12K (-14.60%) 1.02M $150.93M -2.2%-0.5% —
$AZN Reduced -1.78M (-43.95%) 2.27M $413.95M -0.9%-3.9% —
$ADP Reduced -169.93K (-12.35%) 1.21M $268.24M +0.2%+7.8% —
$AZN Reduced -1.78M (-43.95%) 2.27M $430.62M -0.9%-3.9% —
$AJG Reduced -244.68K (-20.02%) 977.35K $221.88M -4.1%-2.2% —
$AMP Reduced -197.78K (-38.50%) 315.99K $143.13M -1.0%-5.9% —
$AMP Reduced -197.78K (-38.50%) 315.99K $144.37M -1.0%-5.9% —
$AJG Reduced -244.68K (-20.02%) 977.35K $215.94M -4.1%-2.2% —
$ADP Reduced -169.93K (-12.35%) 1.21M $270.23M +0.2%+7.8% —
$ACN Reduced -195.57K (-12.25%) 1.40M $172.28M -4.3%-1.5% —
$BA Added +168.58K (+22.38%) 921.94K $199.57M +7.6%-4.8% —
$AVGO Added +967.72K (+15.05%) 7.40M $2.78B +2.9%+15.1% —
$BMY Added +291.86K (+19.03%) 1.83M $105.18M -3.0%-4.6% —
$BLK Added +17.96K (+3.41%) 545.16K $524.21M +2.8%-5.8% —
$BAC Added +604.22K (+7.22%) 8.98M $511.60M -3.2%+0.4% —
$BAC Added +604.22K (+7.22%) 8.98M $495.26M -3.2%+0.4% —
$AZO Added +999 (+1.58%) 64.12K $197.60M -1.6%-12.1% —
$AZO Added +999 (+1.58%) 64.12K $202.22M -1.6%-12.1% —
$ATO Added +122.70K (+22.23%) 674.57K $113.48M -3.0%-9.9% —
$ATO Added +122.70K (+22.23%) 674.57K $116.21M -3.0%-9.9% —
$ASML Added +57.94K (+16.29%) 413.70K $816.65M +13.0%+24.5% —
$ARW Added +177.61K (+39.84%) 623.39K $138.93M +9.2%+23.6% —
$ARW Added +177.61K (+39.84%) 623.39K $130.61M +9.2%+23.6% —
$ANET Added +299.33K (+10.25%) 3.22M $543.52M -21.0%+1.0% —
$ARES Added +62.66K (+7.31%) 920.11K $102.42M +3.9%+2.6% —
$ARES Added +62.66K (+7.31%) 920.11K $122.21M +3.9%+2.6% —
$ACGL Added +130.14K (+6.22%) 2.22M $218.30M +0.2%-6.2% —
$APP Added +54.49K (+12.52%) 489.88K $252.81M +0.7%+20.2% —
$AAPL Added +1.65M (+14.12%) 13.32M $3.82B +5.8%+12.2% —
$APD Added +171.27K (+27.92%) 784.70K $219.54M +2.1%-5.4% —
$AON Added +78.90K (+22.91%) 423.21K $138.18M -0.9%+0.2% —
$AON Added +78.90K (+22.91%) 423.21K $141.62M -0.9%+0.2% —
$ADI Added +244.65K (+18.14%) 1.59M $632.78M +6.5%+10.5% —
$AMT Added +507.57K (+96.43%) 1.03M $195.71M -1.9%+0.8% —
$AMGN Added +499.65K (+41.72%) 1.70M $613.01M +1.8%+5.2% —
$AME Added +285.68K (+154.91%) 470.10K $114.23M +0.8%-1.0% —
$AMT Added +507.57K (+96.43%) 1.03M $170.37M -1.9%+0.8% —
$AXP Added +162.12K (+27.62%) 749K $253.35M -2.2%-5.8% —
$AME Added +285.68K (+154.91%) 470.10K $107.12M +0.8%-1.0% —
$AMZN Added +1M (+8.28%) 13.10M $3.15B -1.1%-8.1% —
$ABNB Added +138.74K (+14.71%) 1.08M $158.79M -1.3%-3.8% —
$APD Added +171.27K (+27.92%) 784.70K $232.67M +2.1%-5.4% —
$A Added +37.66K (+5.75%) 692.91K $91.35M -0.6%+22.5% —
$AER Added +54.70K (+9.57%) 626.22K $92.53M +6.2%-2.1% —
$AER Added +54.70K (+9.57%) 626.22K $87.43M +6.2%-2.1% —
$AMD Added +201.90K (+34.86%) 781K $441.18M +34.3%+58.8% —
$ACGL Added +130.14K (+6.22%) 2.22M $202.48M +0.2%-6.2% —
$A Added +37.66K (+5.75%) 692.91K $89.52M -0.6%+22.5% —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Envestnet Asset Management holds or traded

Frequently asked questions

What did Envestnet Asset Management buy and sell in its latest 13F?

It opened or added to $AAPL, $AMZN, $AVGO, $ASML and $ADI; it cut or exited $APH, $AMAT, $AMAT, $ABT and $AZN.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

Get trade alerts by text