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Pinnacle Wealth Planning Services’s Enovix ENVX Stock Holding History

Pinnacle Wealth Planning 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 		$1.38K Sell
228
-1,523
-87% -$10.1K ﹤0.01% 2535
2026
Q1 		$9.07K Buy
1,751
+23
+1% +$144 ﹤0.01% 2042
2025
Q4 		$12.6K Buy
+1,728
New +$16.7K ﹤0.01% 1917

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

Pinnacle Wealth Planning Services's ENVX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Enovix (ENVX) stake by 87% in Q2 2026, selling an estimated $10.1K and leaving 228 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Pinnacle Wealth Planning Services first reported a position in ENVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6K in Q4 2025. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 228 shares of Enovix worth $1.38K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,523 Enovix shares in Q2 2026, an estimated $10.1K.
  • Enovix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2535 holding.
  • Pinnacle Wealth Planning Services first reported a position in Enovix in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Enovix position peaked at $12.6K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.