LVW Advisors
ENVX icon

LVW Advisors’s Enovix ENVX Stock Holding History

LVW Advisors’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
Q3 		$100K Buy
34,645
+7
+0% +$27 0.01% 454
2026
Q2 		$210K Buy
34,638
+5
+0% +$33 0.02% 443
2026
Q1 		$179K Buy
34,633
+3
+0% +$19 0.02% 427
2025
Q4 		$253K Buy
34,630
+3
+0% +$29 0.03% 303
2025
Q3 		$345K Sell
34,627
-50
-0.1% -$553 0.04% 257
2025
Q2 		$314K Buy
34,677
+8
+0% +$52 0.03% 258
2025
Q1 		$223K Buy
34,669
+15
+0% +$133 0.03% 286
2024
Q4 		$330K Sell
34,654
-5,689
-14% -$49.9K 0.04% 234
2024
Q3 		$330K Buy
40,343
+40
+0.1% +$415 0.04% 229
2024
Q2 		$545K Sell
40,303
-3,256
-7% -$27.2K 0.08% 157
2024
Q1 		$305K Sell
43,559
-11,360
-21% -$98.6K 0.05% 230
2023
Q4 		$602K Buy
54,919
+52
+0.1% +$511 0.11% 135
2023
Q3 		$603K Sell
54,867
-983
-2% -$14K 0.12% 108
2023
Q2 		$882K Sell
55,850
-22,709
-29% -$264K 0.17% 91
2023
Q1 		$1.02M Hold
78,559
– – 0.2% 84
2022
Q4 		$855K Sell
78,559
-4,697
-6% -$57.8K 0.17% 93
2022
Q3 		$1.34M Sell
83,256
-10,231
-11% -$151K 0.3% 69
2022
Q2 		$729K Sell
93,487
-19,937
-18% -$188K 0.15% 102
2022
Q1 		$1.42M Buy
+113,424
New +$1.59M 0.24% 71

Other funds holding ENVX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

LVW Advisors's ENVX Position: Q3 2026 in Review

LVW Advisors increased its Enovix (ENVX) stake by 0.02% in Q3 2026, buying an estimated $27 and bringing the position to 34,645 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #454.

LVW Advisors first reported a position in ENVX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.42M in Q1 2022. 140 funds tracked by Wall St. Rank hold ENVX as of Q3 2026.

  • LVW Advisors held 34,645 shares of Enovix worth $100K as of Q3 2026.
  • LVW Advisors bought 7 Enovix shares in Q3 2026, an estimated $27.
  • Enovix made up 0.01% of LVW Advisors's portfolio in Q3 2026, its #454 holding.
  • LVW Advisors first reported a position in Enovix in Q1 2022 and has held it in 19 quarters since.
  • LVW Advisors's Enovix position peaked at $1.42M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Enovix as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.