OPS
ENPH icon

Orion Portfolio Solutions’s Enphase Energy ENPH Stock Holding History

Orion Portfolio Solutions’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,266
Closed -$513K – 1679
2023
Q3 		$513K Sell
4,266
-307
-7% -$43.7K 0.01% 1197
2023
Q2 		$766K Buy
4,573
+691
+18% +$123K 0.01% 1051
2023
Q1 		$816K Buy
3,882
+2,481
+177% +$537K 0.01% 963
2022
Q4 		$371K Buy
1,401
+244
+21% +$71K 0.01% 596
2022
Q3 		$321K Buy
+1,157
New +$312K 0.01% 549
2020
Q3 		– Sell
-48
Closed -$2K – 888
2020
Q2 		$2K Buy
+48
New +$2.29K ﹤0.01% 1755

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return