Liberty Wealth Management’s Enphase Energy ENPH Stock Holding History

Liberty Wealth Management’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	$5.53M	Hold	146,338	–	–	0.69%	35
2026 Q1	$5.53M	Buy	146,338 +16,271	+13%	+$676K	0.69%	35
2025 Q4	$4.17M	Buy	130,067 +453	+0.3%	+$14.7K	0.54%	49
2025 Q3	$4.59M	Sell	129,614 -2	-0%	-$74	0.65%	39
2025 Q2	$5.14M	Buy	129,616 +2	+0%	+$92	0.81%	34
2025 Q1	$8.04M	Buy	129,614 +7,722	+6%	+$489K	1.54%	17
2024 Q4	$8.37M	Sell	121,892 -3	-0%	-$238	1.4%	20
2024 Q3	$13.8M	Sell	121,895 -77	-0.1%	-$8.6K	2.34%	11
2024 Q2	$12.2M	Buy	121,972 +6,705	+6%	+$781K	2.23%	12
2024 Q1	$13.9M	Hold	115,267	–	–	2.72%	8
2023 Q4	$15.2M	Buy	115,267 +6,891	+6%	+$731K	3.27%	7
2023 Q3	$13M	Buy	+108,376	New	+$15.4M	3.24%	7

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

Liberty Wealth Management's ENPH Position: Q2 2026 in Review

Liberty Wealth Management held its Enphase Energy (ENPH) position steady in Q2 2026 at 146,338 shares worth $5.53M. The position accounts for 0.69% of the portfolio, ranked #35.

Liberty Wealth Management first reported a position in ENPH in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q4 2023. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Liberty Wealth Management held 146,338 shares of Enphase Energy worth $5.53M as of Q2 2026.
Liberty Wealth Management left its Enphase Energy share count unchanged in Q2 2026.
Enphase Energy made up 0.69% of Liberty Wealth Management's portfolio in Q2 2026, its #35 holding.
Liberty Wealth Management first reported a position in Enphase Energy in Q3 2023 and has held it in 12 quarters since.
Liberty Wealth Management's Enphase Energy position peaked at $15.2M in Q4 2023.
533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.