Universal-Beteiligungs- und Servicegesellschaft’s Enphase Energy ENPH Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 Q1	–	Sell	-369,900	Closed	-$368K	–	2089
2025 Q4	$368K	Buy	+369,900	New	+$12M	﹤0.01%	1800

Other funds holding ENPH

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ENPH Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Enphase Energy (ENPH) stake by 69% in Q2 2026, buying an estimated $3.71M and bringing the position to 199,301 shares worth $9.87M. The position accounts for 0.02% of the portfolio, ranked #658.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ENPH in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q4 2024. 241 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 199,301 shares of Enphase Energy worth $9.87M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 81,378 Enphase Energy shares in Q2 2026, an estimated $3.71M.
Enphase Energy made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #658 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Enphase Energy in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Enphase Energy position peaked at $18.6M in Q4 2024.
241 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.