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Costello Asset Management’s Enphase Energy ENPH Stock Holding History

Costello 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 		$39.4K Sell
800
-36
-4% -$1.64K 0.01% 287
2026
Q1 		$31.6K Sell
836
-35
-4% -$1.45K 0.01% 311
2025
Q4 		$27.9K Sell
871
-265
-23% -$8.58K 0.01% 328
2025
Q3 		$40.2K Sell
1,136
-200
-15% -$7.43K 0.01% 271
2025
Q2 		$53K Sell
1,336
-100
-7% -$4.62K 0.02% 228
2025
Q1 		$89.1K Buy
+1,436
New +$90.9K 0.04% 162

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

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

Costello Asset Management reduced its Enphase Energy (ENPH) stake by 4.3% in Q2 2026, selling an estimated $1.64K and leaving 800 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #287.

Costello Asset Management first reported a position in ENPH in Q1 2025 and has held it in 6 quarters since. The position peaked at $89.1K in Q1 2025. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Costello Asset Management held 800 shares of Enphase Energy worth $39.4K as of Q2 2026.
  • Costello Asset Management sold 36 Enphase Energy shares in Q2 2026, an estimated $1.64K.
  • Enphase Energy made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #287 holding.
  • Costello Asset Management first reported a position in Enphase Energy in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Enphase Energy position peaked at $89.1K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.