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Loring Wolcott & Coolidge Fiduciary Advisors’s Enphase Energy ENPH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$84.9K Sell
1,725
-40
-2% -$1.82K ﹤0.01% 397
2026
Q1 		$55K Buy
1,765
+25
+1% +$1.04K ﹤0.01% 420
2025
Q4 		$69.5K Sell
1,740
-100
-5% -$3.24K ﹤0.01% 403
2025
Q3 		$65.6K Sell
1,840
-1,130
-38% -$42K ﹤0.01% 409
2025
Q2 		$118K Sell
2,970
-530
-15% -$24.5K ﹤0.01% 330
2025
Q1 		$158K Sell
3,500
-3,600
-51% -$228K ﹤0.01% 290
2024
Q4 		$454K Sell
7,100
-7,471
-51% -$593K ﹤0.01% 220
2024
Q3 		$1.18M Hold
14,571
– – 0.01% 155
2024
Q2 		$1.69M Buy
14,571
+5,300
+57% +$617K 0.02% 123
2024
Q1 		$1.02M Buy
9,271
+26
+0.3% +$3.03K 0.01% 146
2023
Q4 		$963K Buy
9,245
+3,223
+54% +$342K 0.01% 154
2023
Q3 		$475K Buy
6,022
+4,516
+300% +$643K 0.01% 197
2023
Q2 		$252K Buy
1,506
+405
+37% +$72.4K ﹤0.01% 268
2023
Q1 		$232K Buy
1,101
+46
+4% +$9.96K ﹤0.01% 265
2022
Q4 		$280K Buy
1,055
+35
+3% +$10.2K ﹤0.01% 248
2022
Q3 		$283K Buy
1,020
+170
+20% +$45.9K ﹤0.01% 253
2022
Q2 		$166K Buy
850
+347
+69% +$62.7K ﹤0.01% 309
2022
Q1 		$101K Buy
503
+150
+42% +$23.6K ﹤0.01% 372
2021
Q4 		$65K Buy
353
+115
+48% +$24K ﹤0.01% 434
2021
Q3 		$36K Hold
238
– – ﹤0.01% 484
2021
Q2 		$44K Buy
+238
New +$34.9K ﹤0.01% 480

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ENPH Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Enphase Energy (ENPH) stake by 2.3% in Q2 2026, selling an estimated $1.82K and leaving 1,725 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ENPH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q2 2024. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,725 shares of Enphase Energy worth $84.9K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 40 Enphase Energy shares in Q2 2026, an estimated $1.82K.
  • Enphase Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #397 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Enphase Energy in Q2 2021 and has held it in 21 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Enphase Energy position peaked at $1.69M in Q2 2024.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.