AssetMark Inc
ENPH icon

AssetMark Inc’s Enphase Energy ENPH Stock Holding History

AssetMark Inc’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 		$1.38K Sell
28
-6
-18% -$273 ﹤0.01% 3081
2026
Q1 		$1.29K Sell
34
-3
-8% -$125 ﹤0.01% 2978
2025
Q4 		$1.19K Buy
37
+26
+236% +$842 ﹤0.01% 2896
2025
Q3 		$389 Sell
11
-160
-94% -$5.94K ﹤0.01% 2971
2025
Q2 		$6.78K Buy
171
+32
+23% +$1.48K ﹤0.01% 2052
2025
Q1 		$8.63K Buy
139
+3
+2% +$190 ﹤0.01% 1880
2024
Q4 		$9.34K Buy
136
+112
+467% +$8.89K ﹤0.01% 1803
2024
Q3 		$2.71K Hold
24
– – ﹤0.01% 1821
2024
Q2 		$2.39K Buy
+24
New +$2.79K ﹤0.01% 1714
2024
Q1 		– Sell
-22
Closed -$2.91K – 1983
2023
Q4 		$2.91K Buy
+22
New +$2.33K ﹤0.01% 1500
2023
Q3 		– Sell
-1,872
Closed -$314K – 1760
2023
Q2 		$314K Sell
1,872
-219
-10% -$39.1K ﹤0.01% 784
2023
Q1 		$440K Sell
2,091
-617
-23% -$134K ﹤0.01% 731
2022
Q4 		$718K Buy
2,708
+544
+25% +$158K ﹤0.01% 651
2022
Q3 		$600K Buy
2,164
+1,927
+813% +$520K ﹤0.01% 623
2022
Q2 		$46K Buy
+237
New +$42.8K ﹤0.01% 932
2020
Q3 		– Sell
-518
Closed -$25K – 1334
2020
Q2 		$25K Buy
+518
New +$24.8K ﹤0.01% 757

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

AssetMark Inc's ENPH Position: Q2 2026 in Review

AssetMark Inc reduced its Enphase Energy (ENPH) stake by 18% in Q2 2026, selling an estimated $273 and leaving 28 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

AssetMark Inc first reported a position in ENPH in Q2 2020 and has held it in 16 quarters since. The position peaked at $718K in Q4 2022. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • AssetMark Inc held 28 shares of Enphase Energy worth $1.38K as of Q2 2026.
  • AssetMark Inc sold 6 Enphase Energy shares in Q2 2026, an estimated $273.
  • Enphase Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3081 holding.
  • AssetMark Inc first reported a position in Enphase Energy in Q2 2020 and has held it in 16 quarters since.
  • AssetMark Inc's Enphase Energy position peaked at $718K in Q4 2022.
  • 536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.