CVA Family Office’s Enphase Energy ENPH Stock Holding History

CVA Family Office’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
2025 Q2	–	Sell	-167	Closed	-$10.4K	–	1329
2025 Q1	$10.4K	Buy	167 +134	+406%	+$8.48K	﹤0.01%	785
2024 Q4	$2.27K	Sell	33 -166	-83%	-$13.2K	﹤0.01%	970
2024 Q3	$22.5K	Sell	199 -6	-3%	-$670	﹤0.01%	635
2024 Q2	$20.4K	Buy	205 +20	+11%	+$2.33K	﹤0.01%	632
2024 Q1	$22.4K	Sell	185 -50	-21%	-$5.83K	﹤0.01%	623
2023 Q4	$31.1K	Buy	+235	New	+$24.9K	0.01%	552
2023 Q3	–	Sell	-55	Closed	-$9.21K	–	450
2023 Q2	$9.21K	Sell	55 -110	-67%	-$19.7K	﹤0.01%	731
2023 Q1	$34.7K	Buy	165 +5	+3%	+$1.08K	0.01%	500
2022 Q4	$42.4K	Hold	160	–	–	0.01%	450
2022 Q3	$44K	Hold	160	–	–	0.01%	399
2022 Q2	$31K	Sell	160 -35	-18%	-$6.33K	0.01%	456
2022 Q1	$39K	Buy	195 +70	+56%	+$11K	0.01%	442
2021 Q4	$23K	Buy	+125	New	+$26.1K	0.01%	503
2021 Q3	–	Sell	-35	Closed	-$6K	–	515
2021 Q2	$6K	Sell	35 -50	-59%	-$7.33K	﹤0.01%	728
2021 Q1	$14K	Buy	+85	New	+$15.3K	0.01%	475

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return