Claro Advisors
ENVX icon

Claro Advisors’s Enovix ENVX Stock Holding History

Claro Advisors’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
Q3 		– Sell
-59,525
Closed -$361K – 539
2026
Q2 		$361K Sell
59,525
-1,250
-2% -$8.29K 0.04% 354
2026
Q1 		$315K Buy
60,775
+97
+0.2% +$607 0.04% 358
2025
Q4 		$444K Sell
60,678
-3,900
-6% -$37.8K 0.06% 248
2025
Q3 		$644K Sell
64,578
-7,111
-10% -$78.7K 0.09% 184
2025
Q2 		$649K Buy
+71,689
New +$468K 0.11% 174

Other funds holding ENVX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Claro Advisors's ENVX Position: Q3 2026 in Review

Claro Advisors sold out of Enovix (ENVX) in Q3 2026, closing a stake of 59,525 shares — an estimated $361K sold.

Claro Advisors first reported a position in ENVX in Q2 2025 and held it in 5 quarters. The position peaked at $649K in Q2 2025. 110 funds tracked by Wall St. Rank hold ENVX as of Q3 2026.

  • Claro Advisors reported no remaining Enovix position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 59,525 Enovix shares in Q3 2026, an estimated $361K.
  • Claro Advisors first reported a position in Enovix in Q2 2025 and held it in 5 quarters.
  • Claro Advisors's Enovix position peaked at $649K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Enovix as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.