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Diversified Trust’s Enphase Energy ENPH Stock Holding History

Diversified Trust’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
Q1 		– Sell
-20,093
Closed -$644K – 1077
2025
Q4 		$644K Buy
20,093
+5,636
+39% +$183K 0.01% 584
2025
Q3 		$512K Buy
14,457
+6,772
+88% +$252K 0.01% 627
2025
Q2 		$305K Buy
+7,685
New +$355K 0.01% 754
2023
Q1 		– Sell
-1,059
Closed -$281K – 854
2022
Q4 		$281K Buy
+1,059
New +$308K 0.01% 608
2015
Q1 		– Sell
-16,772
Closed -$240K – 500
2014
Q4 		$240K Buy
+16,772
New +$209K 0.02% 449

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust's ENPH Position: Q1 2026 in Review

Diversified Trust sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 20,093 shares — an estimated $644K sold.

Diversified Trust first reported a position in ENPH in Q4 2014 and held it in 5 quarters. The position peaked at $644K in Q4 2025. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Diversified Trust reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 20,093 Enphase Energy shares in Q1 2026, an estimated $644K.
  • Diversified Trust first reported a position in Enphase Energy in Q4 2014 and held it in 5 quarters.
  • Diversified Trust's Enphase Energy position peaked at $644K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.