Kovitz Investment Group Partners’s Enphase Energy ENPH Stock Holding History

Kovitz Investment Group Partners’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$706K	Sell	14,340 -887	-6%	-$40.4K	0.02%	356
2026 Q1	$576K	Hold	15,227	–	–	0.01%	383
2025 Q4	$488K	Sell	15,227 -3,392	-18%	-$110K	0.01%	390
2025 Q3	$659K	Buy	18,619 +1,562	+9%	+$58K	﹤0.01%	945
2025 Q2	$676K	Buy	17,057 +847	+5%	+$39.1K	﹤0.01%	889
2025 Q1	$1.01M	Sell	16,210 -620	-4%	-$39.2K	0.01%	737
2024 Q4	$1.16M	Sell	16,830 -450	-3%	-$35.7K	0.01%	691
2024 Q3	$1.76M	Buy	17,280 +2,045	+13%	+$228K	0.01%	509
2024 Q2	$1.52M	Buy	+15,235	New	+$1.77M	0.01%	467

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's ENPH Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Enphase Energy (ENPH) stake by 5.8% in Q2 2026, selling an estimated $40.4K and leaving 14,340 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #356.

Kovitz Investment Group Partners first reported a position in ENPH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q3 2024. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Kovitz Investment Group Partners held 14,340 shares of Enphase Energy worth $706K as of Q2 2026.
Kovitz Investment Group Partners sold 887 Enphase Energy shares in Q2 2026, an estimated $40.4K.
Enphase Energy made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #356 holding.
Kovitz Investment Group Partners first reported a position in Enphase Energy in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Enphase Energy position peaked at $1.76M in Q3 2024.
535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.