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Heritage Family Offices’s Enovis ENOV Stock Holding History

Heritage Family Offices’s Portfolio ENOV Stock Details ENOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,598
Closed -$231K – 208
2025
Q3 		$231K Buy
7,598
+620
+9% +$18.8K 0.11% 172
2025
Q2 		$263K Hold
6,978
– – 0.13% 140
2025
Q1 		$267K Buy
6,978
+1,393
+25% +$59.1K 0.14% 137
2024
Q4 		$245K Buy
5,585
+794
+17% +$34.9K 0.12% 157
2024
Q3 		$206K Buy
+4,791
New +$213K 0.11% 172

Other funds holding ENOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Heritage Family Offices's ENOV Position: Q4 2025 in Review

Heritage Family Offices sold out of Enovis (ENOV) in Q4 2025, closing a stake of 7,598 shares — an estimated $231K sold.

Heritage Family Offices first reported a position in ENOV in Q3 2024 and held it in 5 quarters. The position peaked at $267K in Q1 2025. 254 funds tracked by Wall St. Rank hold ENOV as of Q4 2025.

  • Heritage Family Offices reported no remaining Enovis position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 7,598 Enovis shares in Q4 2025, an estimated $231K.
  • Heritage Family Offices first reported a position in Enovis in Q3 2024 and held it in 5 quarters.
  • Heritage Family Offices's Enovis position peaked at $267K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Enovis as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.