Morgan Stanley
ENVX icon

Morgan Stanley’s Enovix ENVX Stock Holding History

Morgan Stanley’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 		$21.1M Buy
3,470,634
+1,658,688
+92% +$11M ﹤0.01% 3048
2026
Q1 		$9.39M Sell
1,811,946
-1,280,610
-41% -$8.01M ﹤0.01% 3616
2025
Q4 		$22.6M Buy
3,092,556
+1,231,948
+66% +$11.9M ﹤0.01% 2822
2025
Q3 		$18.6M Sell
1,860,608
-135,890
-7% -$1.5M ﹤0.01% 2956
2025
Q2 		$18.1M Sell
1,996,498
-2,146,969
-52% -$14M ﹤0.01% 2916
2025
Q1 		$26.6M Sell
4,143,467
-121,060
-3% -$1.08M ﹤0.01% 2403
2024
Q4 		$40.6M Buy
4,264,527
+169,765
+4% +$1.49M ﹤0.01% 2028
2024
Q3 		$33.5M Buy
4,094,762
+1,105,943
+37% +$11.5M ﹤0.01% 2261
2024
Q2 		$40.4M Buy
2,988,819
+869,668
+41% +$7.27M ﹤0.01% 1957
2024
Q1 		$14.9M Buy
2,119,151
+375,385
+22% +$3.26M ﹤0.01% 2998
2023
Q4 		$19.1M Sell
1,743,766
-1,040,083
-37% -$10.2M ﹤0.01% 2732
2023
Q3 		$30.6M Sell
2,783,849
-512,916
-16% -$7.33M ﹤0.01% 2033
2023
Q2 		$52M Buy
3,296,765
+759,895
+30% +$8.84M 0.01% 1545
2023
Q1 		$33.1M Buy
2,536,870
+1,040,624
+70% +$8.55M ﹤0.01% 1922
2022
Q4 		$16.3M Buy
1,496,246
+812,365
+119% +$9.99M ﹤0.01% 2551
2022
Q3 		$11M Buy
683,881
+346,553
+103% +$5.12M ﹤0.01% 2861
2022
Q2 		$2.63M Buy
337,328
+139,762
+71% +$1.31M ﹤0.01% 4324
2022
Q1 		$2.47M Buy
197,566
+16,383
+9% +$230K ﹤0.01% 4361
2021
Q4 		$4.32M Buy
181,183
+131,383
+264% +$3.18M ﹤0.01% 3872
2021
Q3 		$823K Buy
49,800
+44,975
+932% +$677K ﹤0.01% 5173
2021
Q2 		$97K Buy
4,825
+4,729
+4,926% +$64.2K ﹤0.01% 6374
2021
Q1 		$1K Buy
+96
New +$1.26K ﹤0.01% 7340

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley's ENVX Position: Q2 2026 in Review

Morgan Stanley increased its Enovix (ENVX) stake by 92% in Q2 2026, buying an estimated $11M and bringing the position to 3,470,634 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Morgan Stanley first reported a position in ENVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $52M in Q2 2023. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Morgan Stanley held 3,470,634 shares of Enovix worth $21.1M as of Q2 2026.
  • Morgan Stanley bought 1,658,688 Enovix shares in Q2 2026, an estimated $11M.
  • Enovix made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3048 holding.
  • Morgan Stanley first reported a position in Enovix in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Enovix position peaked at $52M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.