S&CO Inc’s Enovix ENVX Stock Holding History

S&CO Inc’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	$212K	Hold	35,000	–	–	0.01%	216
2026 Q1	$181K	Hold	35,000	–	–	0.01%	216
2025 Q4	$255K	Hold	35,000	–	–	0.02%	200
2025 Q3	$348K	Sell	35,000 -5,000	-13%	-$55.3K	0.02%	191
2025 Q2	$361K	Buy	40,000 +14,857	+59%	+$96.9K	0.02%	185
2025 Q1	$161K	Hold	25,143	–	–	0.01%	216
2024 Q4	$239K	Buy	25,143 +2,286	+10%	+$20.1K	0.02%	195
2024 Q3	$186K	Buy	22,857 +6,857	+43%	+$71.2K	0.01%	216
2024 Q2	$216K	Buy	16,000 +3,429	+27%	+$28.7K	0.02%	208
2024 Q1	$88K	Buy	+12,571	New	+$109K	0.01%	209

Other funds holding ENVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

S&CO Inc's ENVX Position: Q2 2026 in Review

S&CO Inc held its Enovix (ENVX) position steady in Q2 2026 at 35,000 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #216.

S&CO Inc first reported a position in ENVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $361K in Q2 2025. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

S&CO Inc held 35,000 shares of Enovix worth $212K as of Q2 2026.
S&CO Inc left its Enovix share count unchanged in Q2 2026.
Enovix made up 0.01% of S&CO Inc's portfolio in Q2 2026, its #216 holding.
S&CO Inc first reported a position in Enovix in Q1 2024 and has held it in 10 quarters since.
S&CO Inc's Enovix position peaked at $361K in Q2 2025.
298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.