Root Financial Partners
ENPH icon

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
Q3 		$5.34K Buy
+162
New +$6.24K ﹤0.01% 2200
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's ENPH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Enphase Energy (ENPH) in Q3 2026: 162 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ENPH as recently as Q1 2026.

Root Financial Partners first reported a position in ENPH in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • Root Financial Partners held 162 shares of Enphase Energy worth $5.34K as of Q3 2026.
  • Enphase Energy was a new Root Financial Partners position in Q3 2026.
  • Enphase Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2200 holding.
  • Root Financial Partners first reported a position in Enphase Energy in Q3 2025 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.