N.E.W. Advisory Services’s Enovix ENVX Stock Holding History

N.E.W. Advisory Services’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	$1.52K	Hold	250	–	–	﹤0.01%	877
2026 Q1	$1.29K	Buy	250 +150	+150%	+$939	﹤0.01%	856
2025 Q4	$731	Hold	100	–	–	﹤0.01%	870
2025 Q3	$997	Sell	100 -14	-12%	-$155	﹤0.01%	799
2025 Q2	$1.03K	Hold	114	–	–	﹤0.01%	792
2025 Q1	$734	Buy	+114	New	+$1.01K	﹤0.01%	877

Other funds holding ENVX

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

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

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

N.E.W. Advisory Services's ENVX Position: Q2 2026 in Review

N.E.W. Advisory Services held its Enovix (ENVX) position steady in Q2 2026 at 250 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

N.E.W. Advisory Services first reported a position in ENVX in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

N.E.W. Advisory Services held 250 shares of Enovix worth $1.52K as of Q2 2026.
N.E.W. Advisory Services left its Enovix share count unchanged in Q2 2026.
Enovix made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #877 holding.
N.E.W. Advisory Services first reported a position in Enovix in Q1 2025 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.