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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return