Geode Capital Management
ENVX icon

Geode Capital Management’s Enovix ENVX Stock Holding History

Geode Capital 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 		$31.5M Buy
5,184,598
+312,508
+6% +$2.07M ﹤0.01% 1894
2026
Q1 		$25.2M Buy
4,872,090
+458,598
+10% +$2.87M ﹤0.01% 1871
2025
Q4 		$32.3M Buy
4,413,492
+253,906
+6% +$2.46M ﹤0.01% 1743
2025
Q3 		$41.5M Sell
4,159,586
-384,909
-8% -$4.26M ﹤0.01% 1600
2025
Q2 		$41.1M Buy
4,544,495
+63,436
+1% +$414K ﹤0.01% 1533
2025
Q1 		$28.8M Buy
4,481,059
+116,685
+3% +$1.04M ﹤0.01% 1695
2024
Q4 		$41.5M Buy
4,364,374
+268,734
+7% +$2.36M ﹤0.01% 1545
2024
Q3 		$33.5M Buy
4,095,640
+208,865
+5% +$2.17M ﹤0.01% 1684
2024
Q2 		$52.6M Buy
3,886,775
+284,422
+8% +$2.38M ﹤0.01% 1328
2024
Q1 		$25.3M Buy
3,602,353
+117,752
+3% +$1.02M ﹤0.01% 1782
2023
Q4 		$38.2M Buy
3,484,601
+264,468
+8% +$2.6M ﹤0.01% 1508
2023
Q3 		$35.4M Buy
3,220,133
+361,003
+13% +$5.16M ﹤0.01% 1462
2023
Q2 		$45.1M Buy
2,859,130
+406,469
+17% +$4.73M 0.01% 1321
2023
Q1 		$32M Buy
2,452,661
+88,115
+4% +$724K ﹤0.01% 1487
2022
Q4 		$25.7M Buy
2,364,546
+89,191
+4% +$1.1M ﹤0.01% 1602
2022
Q3 		$36.5M Buy
2,275,355
+97,021
+4% +$1.43M 0.01% 1316
2022
Q2 		$17M Buy
2,178,334
+1,094,271
+101% +$10.3M ﹤0.01% 1870
2022
Q1 		$13.5M Buy
1,084,063
+15,804
+1% +$222K ﹤0.01% 2145
2021
Q4 		$25.5M Buy
1,068,259
+17,128
+2% +$415K ﹤0.01% 1792
2021
Q3 		$17.4M Buy
1,051,131
+1,031,356
+5,215% +$15.5M ﹤0.01% 2052
2021
Q2 		$397K Buy
19,775
+2,015
+11% +$27.3K ﹤0.01% 4042
2021
Q1 		$206K Buy
+17,760
New +$233K ﹤0.01% 4105

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management's ENVX Position: Q2 2026 in Review

Geode Capital Management increased its Enovix (ENVX) stake by 6.4% in Q2 2026, buying an estimated $2.07M and bringing the position to 5,184,598 shares worth $31.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Geode Capital Management first reported a position in ENVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $52.6M in Q2 2024. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Geode Capital Management held 5,184,598 shares of Enovix worth $31.5M as of Q2 2026.
  • Geode Capital Management bought 312,508 Enovix shares in Q2 2026, an estimated $2.07M.
  • Enovix made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1894 holding.
  • Geode Capital Management first reported a position in Enovix in Q1 2021 and has held it in 22 quarters since.
  • Geode Capital Management's Enovix position peaked at $52.6M in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.