SVB Wealth’s Enphase Energy ENPH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-610	Closed	-$37.9K	–	853
2025 Q1	$37.9K	Buy	+610	New	+$38.6K	﹤0.01%	603
2023 Q2	–	Sell	-1,001	Closed	-$211K	–	948
2023 Q1	$211K	Sell	1,001 -503	-33%	-$109K	﹤0.01%	863
2022 Q4	$399K	Buy	1,504 +45	+3%	+$13.1K	0.01%	626
2022 Q3	$405K	Buy	+1,459	New	+$394K	0.01%	579
2022 Q2	–	Sell	-3,558	Closed	-$718K	–	782
2022 Q1	$718K	Sell	3,558 -523	-13%	-$82.2K	0.01%	376
2021 Q4	$746K	Sell	4,081 -710	-15%	-$148K	0.01%	358
2021 Q3	$718K	Buy	4,791 +169	+4%	+$29K	0.01%	487
2021 Q2	$849K	Sell	4,622 -584	-11%	-$85.7K	0.01%	428
2021 Q1	$844K	Sell	5,206 -291	-5%	-$52.2K	0.01%	385
2020 Q4	$965K	Buy	5,497 +60	+1%	+$7.61K	0.01%	337
2020 Q3	$449K	Sell	5,437 -995	-15%	-$66.6K	0.01%	435
2020 Q2	$306K	Buy	+6,432	New	+$307K	0.01%	453

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return