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True Wealth Design’s Enphase Energy ENPH Stock Holding History

True Wealth Design’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 		$591 Buy
+12
New +$547 ﹤0.01% 2148
2025
Q3 		– Hold
0
– – – 2707
2025
Q2 		– Sell
-3
Closed -$139 – 2555
2025
Q1 		$195 Hold
3
– – ﹤0.01% 1977
2024
Q4 		$215 Sell
3
-1
-25% -$79 ﹤0.01% 1207
2024
Q3 		$453 Buy
4
+2
+100% +$223 ﹤0.01% 1118
2024
Q2 		$200 Hold
2
– – ﹤0.01% 745
2024
Q1 		$242 Hold
2
– – ﹤0.01% 732
2023
Q4 		$265 Hold
2
– – ﹤0.01% 634
2023
Q3 		$241 Hold
2
– – ﹤0.01% 608
2023
Q2 		$335 Hold
2
– – ﹤0.01% 558
2023
Q1 		$421 Hold
2
– – ﹤0.01% 566
2022
Q4 		$530 Buy
+2
New +$582 ﹤0.01% 442

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

True Wealth Design's ENPH Position: Q2 2026 in Review

True Wealth Design opened a new position in Enphase Energy (ENPH) in Q2 2026: 12 shares worth $591. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ENPH as recently as Q1 2025.

True Wealth Design first reported a position in ENPH in Q4 2022 and has held it in 11 quarters since. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • True Wealth Design held 12 shares of Enphase Energy worth $591 as of Q2 2026.
  • Enphase Energy was a new True Wealth Design position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2148 holding.
  • True Wealth Design first reported a position in Enphase Energy in Q4 2022 and has held it in 11 quarters since.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.