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Avion Wealth’s Enphase Energy ENPH Stock Holding History

Avion Wealth’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 		$1K Buy
24
+8
+50% +$364 ﹤0.01% 1220
2026
Q1 		$0 Hold
16
– – ﹤0.01% 1337
2025
Q4 		$0 Buy
16
+5
+45% +$162 ﹤0.01% 1329
2025
Q3 		$0 Hold
11
– – ﹤0.01% 1286
2025
Q2 		$0 Buy
11
+4
+57% +$185 ﹤0.01% 1284
2025
Q1 		$0 Buy
+7
New +$443 ﹤0.01% 1113
2024
Q4 		– Sell
-28
Closed -$3K – 1080
2024
Q3 		$3K Buy
28
+5
+22% +$559 ﹤0.01% 604
2024
Q2 		$2K Buy
23
+4
+21% +$466 ﹤0.01% 605
2024
Q1 		$3K Buy
19
+14
+280% +$1.63K ﹤0.01% 551
2023
Q4 		$1K Sell
5
-4
-44% -$424 ﹤0.01% 768
2023
Q3 		$1K Buy
+9
New +$1.28K ﹤0.01% 613

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

Avion Wealth's ENPH Position: Q2 2026 in Review

Avion Wealth increased its Enphase Energy (ENPH) stake by 50% in Q2 2026, buying an estimated $364 and bringing the position to 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Avion Wealth first reported a position in ENPH in Q3 2023 and has held it in 11 quarters since. The position peaked at $3K in Q3 2024. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Avion Wealth held 24 shares of Enphase Energy worth $1K as of Q2 2026.
  • Avion Wealth bought 8 Enphase Energy shares in Q2 2026, an estimated $364.
  • Enphase Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1220 holding.
  • Avion Wealth first reported a position in Enphase Energy in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's Enphase Energy position peaked at $3K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.