MWM
ENVX icon

Meridian Wealth Management’s Enovix ENVX Stock Holding History

Meridian Wealth 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
Q1 		$307K Sell
59,359
-79,207
-57% -$496K 0.01% 641
2025
Q4 		$1.01M Sell
138,566
-47,728
-26% -$462K 0.04% 349
2025
Q3 		$1.86M Buy
186,294
+8,700
+5% +$96.3K 0.07% 231
2025
Q2 		$1.61M Buy
177,594
+25,885
+17% +$169K 0.07% 231
2025
Q1 		$974K Buy
151,709
+5,600
+4% +$49.8K 0.05% 298
2024
Q4 		$1.39M Buy
146,109
+15,640
+12% +$137K 0.07% 231
2024
Q3 		$1.07M Buy
+130,469
New +$1.35M 0.05% 274
2024
Q2 		– Sell
-114,137
Closed -$800K – 360
2024
Q1 		$800K Buy
114,137
+15,463
+16% +$134K 0.13% 104
2023
Q4 		$1.08M Sell
98,674
-62,124
-39% -$610K 0.07% 241
2023
Q3 		$1.77M Buy
160,798
+96,861
+151% +$1.38M 0.11% 168
2023
Q2 		$1.01M Buy
+63,937
New +$744K 0.09% 197

Other funds holding ENVX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return