WestEnd Advisors’s Enphase Energy ENPH Stock Holding History

WestEnd 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
2025 Q3	–	Sell	-2	Closed	-$79	–	394
2025 Q2	$79	Hold	2	–	–	﹤0.01%	366
2025 Q1	$124	Buy	2 +1	+100%	+$63	﹤0.01%	356
2024 Q4	$69	Hold	1	–	–	﹤0.01%	331
2024 Q3	$113	Hold	1	–	–	﹤0.01%	358
2024 Q2	$100	Hold	1	–	–	﹤0.01%	329
2024 Q1	$121	Hold	1	–	–	﹤0.01%	295
2023 Q4	$132	Hold	1	–	–	﹤0.01%	262
2023 Q3	$120	Buy	+1	New	+$142	﹤0.01%	259
2023 Q1	–	Sell	-1	Closed	-$217	–	228
2022 Q4	$265	Hold	1	–	–	﹤0.01%	197
2022 Q3	$0	Hold	1	–	–	﹤0.01%	196
2022 Q2	$195	Buy	+1	New	+$181	﹤0.01%	220
2022 Q1	–	Sell	-1	Closed	-$157	–	234
2021 Q4	$182	Buy	+1	New	+$209	﹤0.01%	274
2021 Q3	–	Hold	0	–	–	–	284
2021 Q2	–	Hold	0	–	–	–	265

Other funds holding ENPH

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

WestEnd Advisors's ENPH Position: Q3 2025 in Review

WestEnd Advisors sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 2 shares — an estimated $79 sold.

WestEnd Advisors first reported a position in ENPH in Q4 2021 and held it in 12 quarters. The position peaked at $265 in Q4 2022. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

WestEnd Advisors reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
WestEnd Advisors sold 2 Enphase Energy shares in Q3 2025, an estimated $79.
WestEnd Advisors first reported a position in Enphase Energy in Q4 2021 and held it in 12 quarters.
WestEnd Advisors's Enphase Energy position peaked at $265 in Q4 2022.
489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on WestEnd Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.