McGowan Group Asset Management’s Enovix ENVX Stock Holding History

McGowan Group Asset Management’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 Q2	$2.21M	Sell	364,185 -4,261	-1%	-$28.2K	0.27%	45
2026 Q1	$1.91M	Sell	368,446 -15,677	-4%	-$98.1K	0.24%	44
2025 Q4	$2.81M	Buy	384,123 +21,751	+6%	+$211K	0.35%	42
2025 Q3	$3.61M	Buy	362,372 +21,167	+6%	+$234K	0.45%	41
2025 Q2	$3.09M	Buy	341,205 +2,375	+0.7%	+$15.5K	0.39%	46
2025 Q1	$2.18M	Buy	338,830 +3,177	+0.9%	+$28.3K	0.29%	46
2024 Q4	$3.19M	Buy	335,653 +37,926	+13%	+$333K	0.43%	41
2024 Q3	$2.43M	Buy	297,727 +25,272	+9%	+$262K	0.32%	44
2024 Q2	$3.69M	Buy	272,455 +29,492	+12%	+$247K	0.51%	35
2024 Q1	$1.7M	Buy	242,963 +22,571	+10%	+$196K	0.25%	43
2023 Q4	$2.41M	Buy	220,392 +22,400	+11%	+$220K	0.39%	39
2023 Q3	$2.17M	Buy	197,992 +58,062	+41%	+$830K	0.34%	40
2023 Q2	$2.21M	Buy	139,930 +98,378	+237%	+$1.14M	0.34%	42
2023 Q1	$542K	Buy	+41,552	New	+$341K	0.09%	77

Other funds holding ENVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

McGowan Group Asset Management's ENVX Position: Q2 2026 in Review

McGowan Group Asset Management reduced its Enovix (ENVX) stake by 1.2% in Q2 2026, selling an estimated $28.2K and leaving 364,185 shares worth $2.21M. The position accounts for 0.27% of the portfolio, ranked #45.

McGowan Group Asset Management first reported a position in ENVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q2 2024. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

McGowan Group Asset Management held 364,185 shares of Enovix worth $2.21M as of Q2 2026.
McGowan Group Asset Management sold 4,261 Enovix shares in Q2 2026, an estimated $28.2K.
Enovix made up 0.27% of McGowan Group Asset Management's portfolio in Q2 2026, its #45 holding.
McGowan Group Asset Management first reported a position in Enovix in Q1 2023 and has held it in 14 quarters since.
McGowan Group Asset Management's Enovix position peaked at $3.69M in Q2 2024.
298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.