CIA
ENVX icon

Concurrent Investment Advisors’s Enovix ENVX Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-20,000
Closed -$199K – 1803
2025
Q3 		$199K Buy
+20,000
New +$221K ﹤0.01% 1360

Other funds holding ENVX

RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Concurrent Investment Advisors's ENVX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Enovix (ENVX) stake by 2.7% in Q2 2026, selling an estimated $18.4K and leaving 101,068 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #1290.

Concurrent Investment Advisors first reported a position in ENVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $786K in Q3 2025. 67 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Concurrent Investment Advisors held 101,068 shares of Enovix worth $613K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,782 Enovix shares in Q2 2026, an estimated $18.4K.
  • Enovix made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1290 holding.
  • Concurrent Investment Advisors first reported a position in Enovix in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Enovix position peaked at $786K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.