Creative Planning’s Enovix ENVX Stock Holding History

Creative Planning’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 Q2	$344K	Buy	56,723 +9,215	+19%	+$61.1K	﹤0.01%	3469
2026 Q1	$246K	Buy	47,508 +5,090	+12%	+$31.9K	﹤0.01%	3582
2025 Q4	$310K	Buy	42,418 +5,935	+16%	+$57.5K	﹤0.01%	3215
2025 Q3	$364K	Sell	36,483 -2,919	-7%	-$32.3K	﹤0.01%	2998
2025 Q2	$356K	Buy	39,402 +4,361	+12%	+$28.4K	﹤0.01%	2752
2025 Q1	$225K	Sell	35,041 -4,797	-12%	-$42.7K	﹤0.01%	2968
2024 Q4	$379K	Buy	39,838 +6,283	+19%	+$55.1K	﹤0.01%	2481
2024 Q3	$274K	Sell	33,555 -4,255	-11%	-$44.2K	﹤0.01%	2589
2024 Q2	$511K	Buy	37,810 +13,204	+54%	+$110K	﹤0.01%	1925
2024 Q1	$172K	Buy	24,606 +473	+2%	+$4.11K	﹤0.01%	2608
2023 Q4	$264K	Buy	24,133 +743	+3%	+$7.29K	﹤0.01%	2187
2023 Q3	$257K	Buy	23,390 +8,327	+55%	+$119K	﹤0.01%	2056
2023 Q2	$238K	Buy	+15,063	New	+$175K	﹤0.01%	2091

Other funds holding ENVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Creative Planning's ENVX Position: Q2 2026 in Review

Creative Planning increased its Enovix (ENVX) stake by 19% in Q2 2026, buying an estimated $61.1K and bringing the position to 56,723 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #3469.

Creative Planning first reported a position in ENVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $511K in Q2 2024. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Creative Planning held 56,723 shares of Enovix worth $344K as of Q2 2026.
Creative Planning bought 9,215 Enovix shares in Q2 2026, an estimated $61.1K.
Enovix made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3469 holding.
Creative Planning first reported a position in Enovix in Q2 2023 and has held it in 13 quarters since.
Creative Planning's Enovix position peaked at $511K in Q2 2024.
298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.