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Root Financial Partners’s SunPower Inc SPWR Stock Holding History

Root Financial Partners’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-165
Closed -$210 – 2795
2026
Q1 		$210 Buy
+165
New +$248 ﹤0.01% 3139

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CCA
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AAP
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DP
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PCM
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BlackRock
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WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

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

Root Financial Partners sold out of SunPower Inc (SPWR) in Q2 2026, closing a stake of 165 shares — an estimated $210 sold.

Root Financial Partners first reported a position in SPWR in Q1 2026 and held it in 1 quarter. The position peaked at $210 in Q1 2026. 76 funds tracked by Wall St. Rank hold SPWR as of Q2 2026.

  • Root Financial Partners reported no remaining SunPower Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 165 SunPower Inc shares in Q2 2026, an estimated $210.
  • Root Financial Partners first reported a position in SunPower Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SunPower Inc position peaked at $210 in Q1 2026.
  • 76 funds tracked by Wall St. Rank held SunPower Inc as of Q2 2026.

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