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Refined Wealth Management’s Enovix ENVX Stock Holding History

Refined Wealth Management’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 		$5.13M Sell
844,850
-9,621
-1% -$63.8K 3.09% 15
2026
Q1 		$4.43M Buy
854,471
+46,534
+6% +$291K 2.79% 15
2025
Q4 		$5.91M Buy
807,937
+8,647
+1% +$83.8K 3.98% 10
2025
Q3 		$7.97M Buy
799,290
+9,392
+1% +$104K 5.12% 8
2025
Q2 		$7.15M Buy
789,898
+17,956
+2% +$117K 4.91% 9
2025
Q1 		$4.96M Buy
771,942
+122,107
+19% +$1.09M 4.06% 11
2024
Q4 		$6.18M Buy
649,835
+40,745
+7% +$358K 4.7% 9
2024
Q3 		$4.98M Buy
609,090
+16,367
+3% +$170K 3.84% 11
2024
Q2 		$8.02M Buy
592,723
+68,389
+13% +$572K 6.18% 6
2024
Q1 		$3.67M Buy
524,334
+156,295
+42% +$1.36M 2.59% 14
2023
Q4 		$4.03M Buy
368,039
+129,626
+54% +$1.27M 3.14% 13
2023
Q3 		$2.62M Buy
238,413
+202,008
+555% +$2.89M 2.35% 12
2023
Q2 		$575K Buy
36,405
+14,757
+68% +$172K 0.47% 19
2023
Q1 		$282K Buy
+21,648
New +$178K 0.25% 21

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

Refined Wealth Management's ENVX Position: Q2 2026 in Review

Refined Wealth Management reduced its Enovix (ENVX) stake by 1.1% in Q2 2026, selling an estimated $63.8K and leaving 844,850 shares worth $5.13M. The position accounts for 3.09% of the portfolio, ranked #15.

Refined Wealth Management first reported a position in ENVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.02M in Q2 2024. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Refined Wealth Management held 844,850 shares of Enovix worth $5.13M as of Q2 2026.
  • Refined Wealth Management sold 9,621 Enovix shares in Q2 2026, an estimated $63.8K.
  • Enovix made up 3.09% of Refined Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Refined Wealth Management first reported a position in Enovix in Q1 2023 and has held it in 14 quarters since.
  • Refined Wealth Management's Enovix position peaked at $8.02M in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.