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Marshall & Sterling Wealth Advisors’s Enovix ENVX Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-798
Closed -$7.22K – 656
2025
Q2 		$7.22K Buy
798
+57
+8% +$372 ﹤0.01% 405
2025
Q1 		$4.76K Hold
741
– – ﹤0.01% 483
2024
Q4 		$7.04K Buy
+741
New +$6.5K ﹤0.01% 241

Other funds holding ENVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ENVX Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Enovix (ENVX) in Q3 2025, closing a stake of 798 shares — an estimated $7.22K sold.

Marshall & Sterling Wealth Advisors first reported a position in ENVX in Q4 2024 and held it in 3 quarters. The position peaked at $7.22K in Q2 2025. 320 funds tracked by Wall St. Rank hold ENVX as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Enovix position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 798 Enovix shares in Q3 2025, an estimated $7.22K.
  • Marshall & Sterling Wealth Advisors first reported a position in Enovix in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Enovix position peaked at $7.22K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held Enovix as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.