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ENPH icon

Allworth Financial’s Enphase Energy ENPH Stock Holding History

Allworth Financial’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.5K Buy
924
+245
+36% +$11.2K ﹤0.01% 2578
2026
Q1 		$25.7K Buy
679
+489
+257% +$20.3K ﹤0.01% 2813
2025
Q4 		$6.1K Sell
190
-43
-18% -$1.39K ﹤0.01% 3593
2025
Q3 		$8.26K Buy
233
+93
+66% +$3.46K ﹤0.01% 3256
2025
Q2 		$5.56K Sell
140
-325
-70% -$15K ﹤0.01% 3205
2025
Q1 		$21.3K Sell
465
-45
-9% -$2.85K ﹤0.01% 2042
2024
Q4 		$31.1K Sell
510
-1,240
-71% -$98.4K ﹤0.01% 1829
2024
Q3 		$198K Buy
1,750
+39
+2% +$4.36K ﹤0.01% 824
2024
Q2 		$180K Sell
1,711
-222
-11% -$25.9K ﹤0.01% 850
2024
Q1 		$234K Buy
1,933
+195
+11% +$22.8K ﹤0.01% 730
2023
Q4 		$230K Sell
1,738
-250
-13% -$26.5K ﹤0.01% 697
2023
Q3 		$239K Buy
1,988
+1,261
+173% +$180K ﹤0.01% 649
2023
Q2 		$122K Sell
727
-7
-1% -$1.25K ﹤0.01% 828
2023
Q1 		$154K Sell
734
-71
-9% -$15.4K ﹤0.01% 717
2022
Q4 		$213K Buy
805
+28
+4% +$8.15K ﹤0.01% 615
2022
Q3 		$216K Buy
777
+193
+33% +$52.1K ﹤0.01% 576
2022
Q2 		$114K Sell
584
-14
-2% -$2.53K ﹤0.01% 685
2022
Q1 		$121K Buy
598
+154
+35% +$24.2K ﹤0.01% 682
2021
Q4 		$81K Hold
444
– – ﹤0.01% 721
2021
Q3 		$67K Buy
444
+69
+18% +$11.8K ﹤0.01% 712
2021
Q2 		$69K Sell
375
-12
-3% -$1.76K ﹤0.01% 547
2021
Q1 		$63K Buy
387
+87
+29% +$15.6K ﹤0.01% 527
2020
Q4 		$53K Buy
+300
New +$38K ﹤0.01% 468

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's ENPH Position: Q2 2026 in Review

Allworth Financial increased its Enphase Energy (ENPH) stake by 36% in Q2 2026, buying an estimated $11.2K and bringing the position to 924 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Allworth Financial first reported a position in ENPH in Q4 2020 and has held it in 23 quarters since. The position peaked at $239K in Q3 2023. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Allworth Financial held 924 shares of Enphase Energy worth $45.5K as of Q2 2026.
  • Allworth Financial bought 245 Enphase Energy shares in Q2 2026, an estimated $11.2K.
  • Enphase Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2578 holding.
  • Allworth Financial first reported a position in Enphase Energy in Q4 2020 and has held it in 23 quarters since.
  • Allworth Financial's Enphase Energy position peaked at $239K in Q3 2023.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.