Doheny Asset Management’s Enovix ENVX Stock Holding History

Doheny Asset Management’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	$199K	Sell	32,763 -5,095	-13%	-$33.8K	0.12%	59
2026 Q1	$196K	Sell	37,858 -69,186	-65%	-$433K	0.13%	57
2025 Q4	$782K	Sell	107,044 -100,308	-48%	-$972K	0.48%	38
2025 Q3	$2.07M	Sell	207,352 -6,094	-3%	-$67.4K	1.31%	23
2025 Q2	$1.93M	Sell	213,446 -26,411	-11%	-$172K	1.35%	23
2025 Q1	$1.54M	Sell	239,857 -6,857	-3%	-$61K	1.21%	28
2024 Q4	$2.35M	Sell	246,714 -102,767	-29%	-$902K	1.75%	20
2024 Q3	$2.86M	Buy	349,481 +20,400	+6%	+$212K	1.95%	17
2024 Q2	$4.45M	Sell	329,081 -1,366	-0.4%	-$11.4K	3.17%	7
2024 Q1	$2.32M	Buy	330,447 +30,944	+10%	+$269K	1.9%	20
2023 Q4	$3.28M	Buy	299,503 +6,372	+2%	+$62.6K	3.21%	7
2023 Q3	$3.22M	Sell	293,131 -11,429	-4%	-$163K	3.12%	7
2023 Q2	$4.81M	Buy	304,560 +6,222	+2%	+$72.4K	4.12%	2
2023 Q1	$3.89M	Buy	298,338 +110,807	+59%	+$910K	3.49%	4
2022 Q4	$2.04M	Sell	187,531 -16,524	-8%	-$203K	2.37%	14
2022 Q3	$3.27M	Buy	+204,055	New	+$3.01M	3.28%	5

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

Doheny Asset Management's ENVX Position: Q2 2026 in Review

Doheny Asset Management reduced its Enovix (ENVX) stake by 13% in Q2 2026, selling an estimated $33.8K and leaving 32,763 shares worth $199K. The position accounts for 0.12% of the portfolio, ranked #59.

Doheny Asset Management first reported a position in ENVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.81M in Q2 2023. 300 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Doheny Asset Management held 32,763 shares of Enovix worth $199K as of Q2 2026.
Doheny Asset Management sold 5,095 Enovix shares in Q2 2026, an estimated $33.8K.
Enovix made up 0.12% of Doheny Asset Management's portfolio in Q2 2026, its #59 holding.
Doheny Asset Management first reported a position in Enovix in Q3 2022 and has held it in 16 quarters since.
Doheny Asset Management's Enovix position peaked at $4.81M in Q2 2023.
300 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Doheny Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.