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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Doheny Asset Management's ENVX Position: Q1 2026 in Review

Doheny Asset Management reduced its Enovix (ENVX) stake by 65% in Q1 2026, selling an estimated $433K and leaving 37,858 shares worth $196K. The position accounts for 0.13% of the portfolio, ranked #57.

Doheny Asset Management first reported a position in ENVX in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q2 2023. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Doheny Asset Management held 37,858 shares of Enovix worth $196K as of Q1 2026.
  • Doheny Asset Management sold 69,186 Enovix shares in Q1 2026, an estimated $433K.
  • Enovix made up 0.13% of Doheny Asset Management's portfolio in Q1 2026, its #57 holding.
  • Doheny Asset Management first reported a position in Enovix in Q3 2022 and has held it in 15 quarters since.
  • Doheny Asset Management's Enovix position peaked at $4.81M in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.