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Gladstone Institutional Advisory’s Enovix ENVX Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-30,860
Closed -$160K – 904
2026
Q1 		$160K Sell
30,860
-1,450
-4% -$9.07K 0.01% 807
2025
Q4 		$236K Sell
32,310
-83,600
-72% -$810K 0.01% 711
2025
Q3 		$1.16M Sell
115,910
-43,421
-27% -$481K 0.04% 338
2025
Q2 		$1.44M Sell
159,331
-37,715
-19% -$246K 0.06% 287
2025
Q1 		$1.27M Sell
197,046
-15,314
-7% -$136K 0.06% 293
2024
Q4 		$2.02M Sell
212,360
-3,771
-2% -$33.1K 0.09% 221
2024
Q3 		$1.77M Buy
216,131
+4,028
+2% +$41.8K 0.09% 241
2024
Q2 		$2.87M Sell
212,103
-808
-0.4% -$6.76K 0.15% 172
2024
Q1 		$1.49M Buy
212,911
+78,751
+59% +$684K 0.08% 257
2023
Q4 		$1.47M Sell
134,160
-2,286
-2% -$22.4K 0.08% 237
2023
Q3 		$1.5M Buy
136,446
+41,600
+44% +$595K 0.1% 217
2023
Q2 		$1.5M Buy
+94,846
New +$1.1M 0.09% 223

Other funds holding ENVX

RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gladstone Institutional Advisory's ENVX Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Enovix (ENVX) in Q2 2026, closing a stake of 30,860 shares — an estimated $160K sold.

Gladstone Institutional Advisory first reported a position in ENVX in Q2 2023 and held it in 12 quarters. The position peaked at $2.87M in Q2 2024. 48 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Enovix position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 30,860 Enovix shares in Q2 2026, an estimated $160K.
  • Gladstone Institutional Advisory first reported a position in Enovix in Q2 2023 and held it in 12 quarters.
  • Gladstone Institutional Advisory's Enovix position peaked at $2.87M in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.