Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

DSIDSI
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Yes. Envestnet Portfolio Solutions holds 318,940 shares of DSI, worth $45.4M, as of its Q2 2026 13F filing. It reduced the position by 7,119 shares (-2.2%) from Q1 2026. Envestnet Portfolio Solutions has held DSI in every 13F on record since Q3 2023, 12 quarterly filings. DSI is 0.2% of Envestnet Portfolio Solutions' reported 13F portfolio.

Current Value

$45.4M

Current Shares

318,940

Total Value Change

-$8M

Total Shares Change

-337,471

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
318,940
-2.2%
$45.4M0.2%$142.07
0
2026-Q1
Decreased
326,059
-10.4%
$39.5M0.2%$120.68
0
2025-Q4
Decreased
363,817
-1.2%
$46.9M0.2%$127.96
0
2025-Q3
Decreased
368,274
-6.5%
$46.4M0.2%$124.76
0
2025-Q2
Decreased
393,667
-11.7%
$45.7M0.2%$114.80
0
2025-Q1
Decreased
445,608
-21.4%
$45.6M0.2%$100.97
0
2024-Q4
Decreased
566,551
-8.2%
$62.5M0.2%$108.41
0
2024-Q3
Decreased
617,245
-11.6%
$67.2M0.2%$106.68
0
2024-Q2
Decreased
697,971
-0.7%
$72.5M0.3%$101.51
0
2024-Q1
Decreased
702,754
-6.6%
$70.8M0.3%$98.33
0
2023-Q4
Increased
752,551
+14.7%
$68.5M0.3%$88.59
40
2023-Q3
First report
656,411
-
$53.4M0.3%$78.94
0

Other major holders of DSI: MORGAN STANLEY

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