Ameriprise
ROOT icon

Ameriprise’s Root ROOT Stock Holding History

Ameriprise’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
-7,710
Closed -$341K – 4231
2026
Q1 		$341K Buy
7,710
+3,054
+66% +$178K ﹤0.01% 3722
2025
Q4 		$336K Buy
4,656
+21
+0.5% +$1.67K ﹤0.01% 3768
2025
Q3 		$415K Buy
+4,635
New +$486K ﹤0.01% 3691
2025
Q2 		– Sell
-1,575
Closed -$210K – 4104
2025
Q1 		$210K Buy
+1,575
New +$180K ﹤0.01% 3775
2023
Q1 		– Sell
-12,682
Closed -$57K – 4030
2022
Q4 		$57K Sell
12,682
-400
-3% -$2.76K ﹤0.01% 3850
2022
Q3 		$103K Buy
+13,082
New +$205K ﹤0.01% 3823

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Ameriprise's ROOT Position: Q2 2026 in Review

Ameriprise sold out of Root (ROOT) in Q2 2026, closing a stake of 7,710 shares — an estimated $341K sold.

Ameriprise first reported a position in ROOT in Q3 2022 and held it in 6 quarters. The position peaked at $415K in Q3 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Ameriprise reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Ameriprise sold 7,710 Root shares in Q2 2026, an estimated $341K.
  • Ameriprise first reported a position in Root in Q3 2022 and held it in 6 quarters.
  • Ameriprise's Root position peaked at $415K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.