Sequoia Financial Advisors’s Enphase Energy ENPH Stock Holding History

Sequoia Financial 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	$364K	Buy	+7,399	New	+$337K	﹤0.01%	1543
2024 Q4	–	Sell	-2,151	Closed	-$243K	–	1372
2024 Q3	$243K	Buy	+2,151	New	+$240K	﹤0.01%	1079
2024 Q2	–	Sell	-1,891	Closed	-$229K	–	1242
2024 Q1	$229K	Sell	1,891 -1,203	-39%	-$140K	﹤0.01%	990
2023 Q4	$409K	Buy	3,094 +1,243	+67%	+$132K	0.01%	802
2023 Q3	$222K	Sell	1,851 -44	-2%	-$6.27K	﹤0.01%	814
2023 Q2	$317K	Buy	1,895 +1	+0.1%	+$179	0.01%	677
2023 Q1	$398K	Sell	1,894 -431	-19%	-$93.4K	0.01%	534
2022 Q4	$616K	Buy	2,325 +749	+48%	+$218K	0.02%	383
2022 Q3	$437K	Sell	1,576 -757	-32%	-$204K	0.01%	311
2022 Q2	$455K	Buy	2,333 +172	+8%	+$31.1K	0.01%	341
2022 Q1	$436K	Buy	2,161 +967	+81%	+$152K	0.01%	390
2021 Q4	$218K	Buy	+1,194	New	+$249K	0.01%	529

Other funds holding ENPH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Sequoia Financial Advisors's ENPH Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 7,399 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in ENPH as recently as Q3 2024.

Sequoia Financial Advisors first reported a position in ENPH in Q4 2021 and has held it in 12 quarters since. The position peaked at $616K in Q4 2022. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Sequoia Financial Advisors held 7,399 shares of Enphase Energy worth $364K as of Q2 2026.
Enphase Energy was a new Sequoia Financial Advisors position in Q2 2026.
Enphase Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1543 holding.
Sequoia Financial Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 12 quarters since.
Sequoia Financial Advisors's Enphase Energy position peaked at $616K in Q4 2022.
538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.