Redwood Wealth Management Group’s Enphase Energy ENPH Stock Holding History

Redwood Wealth Management Group’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
2025 Q2	–	Sell	-5,099	Closed	-$316K	–	184
2025 Q1	$316K	Buy	5,099 +32	+0.6%	+$2.02K	0.16%	119
2024 Q4	$348K	Buy	5,067 +579	+13%	+$45.9K	0.17%	118
2024 Q3	$507K	Sell	4,488 -228	-5%	-$25.5K	0.25%	88
2024 Q2	$470K	Sell	4,716 -215	-4%	-$25K	0.35%	59
2024 Q1	$597K	Buy	4,931 +20	+0.4%	+$2.33K	0.63%	44
2023 Q4	$649K	Sell	4,911 -295	-6%	-$31.3K	0.72%	35
2023 Q3	$626K	Sell	5,206 -194	-4%	-$27.6K	0.73%	37
2023 Q2	$904K	Buy	5,400 +515	+11%	+$92K	1%	24
2023 Q1	$1.03M	Buy	4,885 +1,975	+68%	+$428K	1.16%	20
2022 Q4	$771K	Buy	+2,910	New	+$847K	0.96%	28

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Redwood Wealth Management Group's ENPH Position: Q2 2025 in Review

Redwood Wealth Management Group sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 5,099 shares — an estimated $316K sold.

Redwood Wealth Management Group first reported a position in ENPH in Q4 2022 and held it in 10 quarters. The position peaked at $1.03M in Q1 2023. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Redwood Wealth Management Group reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 5,099 Enphase Energy shares in Q2 2025, an estimated $316K.
Redwood Wealth Management Group first reported a position in Enphase Energy in Q4 2022 and held it in 10 quarters.
Redwood Wealth Management Group's Enphase Energy position peaked at $1.03M in Q1 2023.
518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Redwood Wealth Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.