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Cannell & Spears’s Enovix ENVX Stock Holding History

Cannell & Spears’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
70,571
-476
-0.7% -$3.15K 0.01% 331
2026
Q1 		$368K Sell
71,047
-5,250
-7% -$32.9K 0.01% 335
2025
Q4 		$558K Sell
76,297
-2,116
-3% -$20.5K 0.01% 284
2025
Q3 		$782K Sell
78,413
-62,056
-44% -$687K 0.01% 251
2025
Q2 		$1.27M Buy
140,469
+2,075
+1% +$13.5K 0.03% 213
2025
Q1 		$889K Buy
138,394
+4,085
+3% +$36.4K 0.02% 236
2024
Q4 		$1.28M Sell
134,309
-22,331
-14% -$196K 0.03% 221
2024
Q3 		$1.28M Sell
156,640
-356,926
-69% -$3.71M 0.03% 221
2024
Q2 		$6.95M Buy
+513,566
New +$4.29M 0.14% 109

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Cannell & Spears's ENVX Position: Q2 2026 in Review

Cannell & Spears reduced its Enovix (ENVX) stake by 0.67% in Q2 2026, selling an estimated $3.15K and leaving 70,571 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #331.

Cannell & Spears first reported a position in ENVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.95M in Q2 2024. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Cannell & Spears held 70,571 shares of Enovix worth $428K as of Q2 2026.
  • Cannell & Spears sold 476 Enovix shares in Q2 2026, an estimated $3.15K.
  • Enovix made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #331 holding.
  • Cannell & Spears first reported a position in Enovix in Q2 2024 and has held it in 9 quarters since.
  • Cannell & Spears's Enovix position peaked at $6.95M in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.