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Ballentine Partners’s Enphase Energy ENPH Stock Holding History

Ballentine Partners’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 		$217K Sell
4,408
-3,755
-46% -$171K ﹤0.01% 975
2026
Q1 		$309K Buy
8,163
+1,582
+24% +$65.7K ﹤0.01% 727
2025
Q4 		$211K Buy
+6,581
New +$213K ﹤0.01% 903
2023
Q2 		– Sell
-1,321
Closed -$278K – 610
2023
Q1 		$278K Sell
1,321
-719
-35% -$156K 0.01% 435
2022
Q4 		$541K Buy
2,040
+651
+47% +$189K 0.02% 263
2022
Q3 		$385K Buy
+1,389
New +$375K 0.01% 287

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

Ballentine Partners's ENPH Position: Q2 2026 in Review

Ballentine Partners reduced its Enphase Energy (ENPH) stake by 46% in Q2 2026, selling an estimated $171K and leaving 4,408 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Ballentine Partners first reported a position in ENPH in Q3 2022 and has held it in 6 quarters since. The position peaked at $541K in Q4 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Ballentine Partners held 4,408 shares of Enphase Energy worth $217K as of Q2 2026.
  • Ballentine Partners sold 3,755 Enphase Energy shares in Q2 2026, an estimated $171K.
  • Enphase Energy made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #975 holding.
  • Ballentine Partners first reported a position in Enphase Energy in Q3 2022 and has held it in 6 quarters since.
  • Ballentine Partners's Enphase Energy position peaked at $541K in Q4 2022.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.