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&Partners’s Enovix ENVX Stock Holding History

&Partners’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 		$486K Sell
80,125
-26,132
-25% -$173K ﹤0.01% 1840
2026
Q1 		$499K Sell
106,257
-69,197
-39% -$433K ﹤0.01% 1694
2025
Q4 		$1.28M Buy
+175,454
New +$1.7M 0.01% 1087

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

&Partners's ENVX Position: Q2 2026 in Review

&Partners reduced its Enovix (ENVX) stake by 25% in Q2 2026, selling an estimated $173K and leaving 80,125 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

&Partners first reported a position in ENVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • &Partners held 80,125 shares of Enovix worth $486K as of Q2 2026.
  • &Partners sold 26,132 Enovix shares in Q2 2026, an estimated $173K.
  • Enovix made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1840 holding.
  • &Partners first reported a position in Enovix in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Enovix position peaked at $1.28M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.