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Root Financial Partners’s Enphase Energy ENPH Stock Holding History

Root Financial Partners’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 		– Sell
-61
Closed -$2.31K – 1241
2026
Q1 		$2.31K Buy
61
+9
+17% +$374 ﹤0.01% 2258
2025
Q4 		$1.67K Buy
52
+2
+4% +$65 ﹤0.01% 2018
2025
Q3 		$1.77K Buy
+50
New +$1.86K ﹤0.01% 1974

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

Root Financial Partners's ENPH Position: Q2 2026 in Review

Root Financial Partners sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 61 shares — an estimated $2.31K sold.

Root Financial Partners first reported a position in ENPH in Q3 2025 and held it in 3 quarters. The position peaked at $2.31K in Q1 2026. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Root Financial Partners reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 Enphase Energy shares in Q2 2026, an estimated $2.31K.
  • Root Financial Partners first reported a position in Enphase Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Enphase Energy position peaked at $2.31K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.