VarCov Co’s Enovix ENVX Stock Holding History

VarCov Co’s Portfolio ENVX Stock Details ENVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-39,667	Closed	-$205K	–	422
2026 Q1	$205K	Sell	39,667 -122,793	-76%	-$768K	0.08%	343
2025 Q4	$1.19M	Buy	+162,460	New	+$1.57M	0.47%	40

Other funds holding ENVX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

VarCov Co's ENVX Position: Q2 2026 in Review

VarCov Co sold out of Enovix (ENVX) in Q2 2026, closing a stake of 39,667 shares — an estimated $205K sold.

VarCov Co first reported a position in ENVX in Q4 2025 and held it in 2 quarters. The position peaked at $1.19M in Q4 2025. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

VarCov Co reported no remaining Enovix position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 39,667 Enovix shares in Q2 2026, an estimated $205K.
VarCov Co first reported a position in Enovix in Q4 2025 and held it in 2 quarters.
VarCov Co's Enovix position peaked at $1.19M in Q4 2025.
297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.