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Circle Wealth Management’s Enphase Energy ENPH Stock Holding History

Circle Wealth Management’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 		$351K Buy
+7,135
New +$325K ﹤0.01% 218

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

Circle Wealth Management's ENPH Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Enphase Energy (ENPH) in Q2 2026: 7,135 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Circle Wealth Management held 7,135 shares of Enphase Energy worth $351K as of Q2 2026.
  • Enphase Energy was a new Circle Wealth Management position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #218 holding.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.