AWM
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Activest Wealth Management’s Root ROOT Stock Holding History

Activest Wealth Management’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$133K – 1475
2026
Q1 		$133K Buy
+3,000
New +$175K 0.02% 195
2025
Q4 		– Sell
-3,000
Closed -$269K – 1277
2025
Q3 		$269K Hold
3,000
– – 0.05% 107
2025
Q2 		$384K Hold
3,000
– – 0.09% 74
2025
Q1 		$400K Hold
3,000
– – 0.11% 72
2024
Q4 		$218K Hold
3,000
– – 0.06% 83
2024
Q3 		$113K Hold
3,000
– – 0.04% 112
2024
Q2 		$155K Buy
+3,000
New +$174K 0.05% 98

Other funds holding ROOT

TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Activest Wealth Management's ROOT Position: Q2 2026 in Review

Activest Wealth Management sold out of Root (ROOT) in Q2 2026, closing a stake of 3,000 shares — an estimated $133K sold.

Activest Wealth Management first reported a position in ROOT in Q2 2024 and held it in 7 quarters. The position peaked at $400K in Q1 2025. 8 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Activest Wealth Management reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3,000 Root shares in Q2 2026, an estimated $133K.
  • Activest Wealth Management first reported a position in Root in Q2 2024 and held it in 7 quarters.
  • Activest Wealth Management's Root position peaked at $400K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.