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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's ENPH Position: Q1 2026 in Review

Root Financial Partners increased its Enphase Energy (ENPH) stake by 17% in Q1 2026, buying an estimated $374 and bringing the position to 61 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Root Financial Partners first reported a position in ENPH in Q3 2025 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Root Financial Partners held 61 shares of Enphase Energy worth $2.31K as of Q1 2026.
  • Root Financial Partners bought 9 Enphase Energy shares in Q1 2026, an estimated $374.
  • Enphase Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2258 holding.
  • Root Financial Partners first reported a position in Enphase Energy in Q3 2025 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.