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Summit Trail Advisors’s Enphase Energy ENPH Stock Holding History

Summit Trail 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 		$335K Sell
6,800
-937
-12% -$42.7K ﹤0.01% 1321
2026
Q1 		$293K Buy
7,737
+378
+5% +$15.7K ﹤0.01% 1307
2025
Q4 		$236K Buy
+7,359
New +$238K ﹤0.01% 1246
2025
Q1 		– Sell
-3,002
Closed -$206K – 436
2024
Q4 		$206K Buy
+3,002
New +$238K 0.01% 351
2023
Q1 		– Sell
-932
Closed -$247K – 406
2022
Q4 		$247K Sell
932
-215
-19% -$62.6K 0.01% 321
2022
Q3 		$318K Buy
1,147
+65
+6% +$17.5K 0.02% 246
2022
Q2 		$211K Buy
1,082
+41
+4% +$7.41K 0.01% 343
2022
Q1 		$210K Buy
+1,041
New +$164K 0.02% 298
2018
Q3 		– Sell
-6,287
Closed -$42K – 333
2018
Q2 		$42K Buy
+6,287
New +$32.5K 0.01% 316

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

Summit Trail Advisors's ENPH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Enphase Energy (ENPH) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 6,800 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Summit Trail Advisors first reported a position in ENPH in Q2 2018 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Summit Trail Advisors held 6,800 shares of Enphase Energy worth $335K as of Q2 2026.
  • Summit Trail Advisors sold 937 Enphase Energy shares in Q2 2026, an estimated $42.7K.
  • Enphase Energy made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1321 holding.
  • Summit Trail Advisors first reported a position in Enphase Energy in Q2 2018 and has held it in 9 quarters since.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.