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Round Rock Advisors’s Enphase Energy ENPH Stock Holding History

Round Rock Advisors’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
2026
Q2 		$455K Hold
9,245
– – 0.06% 226
2026
Q1 		$350K Sell
9,245
-5,083
-35% -$211K 0.05% 242
2025
Q4 		$459K Buy
14,328
+7,911
+123% +$256K 0.07% 210
2025
Q3 		$227K Buy
+6,417
New +$238K 0.04% 293

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Round Rock Advisors's ENPH Position: Q2 2026 in Review

Round Rock Advisors held its Enphase Energy (ENPH) position steady in Q2 2026 at 9,245 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #226.

Round Rock Advisors first reported a position in ENPH in Q3 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Round Rock Advisors held 9,245 shares of Enphase Energy worth $455K as of Q2 2026.
  • Round Rock Advisors left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up 0.06% of Round Rock Advisors's portfolio in Q2 2026, its #226 holding.
  • Round Rock Advisors first reported a position in Enphase Energy in Q3 2025 and has held it in 4 quarters since.
  • Round Rock Advisors's Enphase Energy position peaked at $459K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.