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Claret Asset Management’s Enphase Energy ENPH Stock Holding History

Claret Asset 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 		$230K Sell
4,668
-930
-17% -$42.4K 0.02% 254
2026
Q1 		$212K Buy
+5,598
New +$232K 0.03% 322
2025
Q3 		– Sell
-5,744
Closed -$228K – 426
2025
Q2 		$228K Buy
+5,744
New +$265K 0.03% 422

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

Claret Asset Management's ENPH Position: Q2 2026 in Review

Claret Asset Management reduced its Enphase Energy (ENPH) stake by 17% in Q2 2026, selling an estimated $42.4K and leaving 4,668 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #254.

Claret Asset Management first reported a position in ENPH in Q2 2025 and has held it in 3 quarters since. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Claret Asset Management held 4,668 shares of Enphase Energy worth $230K as of Q2 2026.
  • Claret Asset Management sold 930 Enphase Energy shares in Q2 2026, an estimated $42.4K.
  • Enphase Energy made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #254 holding.
  • Claret Asset Management first reported a position in Enphase Energy in Q2 2025 and has held it in 3 quarters since.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.