Arax Advisory Partners’s Root ROOT Stock Holding History

Arax Advisory Partners’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	$25.8K	Buy	+462	New	+$24.6K	﹤0.01%	3780
2026 Q1	–	Sell	-2	Closed	-$144	–	4245
2025 Q4	$144	Sell	2 -5	-71%	-$398	﹤0.01%	3771
2025 Q3	$627	Buy	+7	New	+$734	﹤0.01%	3342
2024 Q4	–	Sell	-800	Closed	-$30.2K	–	2696
2024 Q3	$30.2K	Hold	800	–	–	﹤0.01%	922
2024 Q2	$41.3K	Sell	800 -70	-8%	-$4.05K	﹤0.01%	730
2024 Q1	$53.1K	Buy	870 +70	+9%	+$1.65K	0.01%	488
2023 Q4	$8.38K	Hold	800	–	–	﹤0.01%	786
2023 Q3	$7.61K	Hold	800	–	–	﹤0.01%	782
2023 Q2	$7.15K	Hold	800	–	–	﹤0.01%	782
2023 Q1	$3.61K	Buy	800 +500	+167%	+$2.53K	﹤0.01%	916
2022 Q4	$1.35K	Buy	300 +23	+8%	+$159	﹤0.01%	1013
2022 Q3	$2K	Sell	277 -1	-0.4%	-$16	﹤0.01%	987
2022 Q2	$6K	Hold	278	–	–	﹤0.01%	752
2022 Q1	$10K	Hold	278	–	–	﹤0.01%	660
2021 Q4	$16K	Hold	278	–	–	﹤0.01%	596
2021 Q3	$26K	Buy	278 +139	+100%	+$17.2K	﹤0.01%	532
2021 Q2	$27K	Buy	+139	New	+$26.3K	﹤0.01%	550

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

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

Arax Advisory Partners's ROOT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Root (ROOT) in Q2 2026: 462 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #3780 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in ROOT as recently as Q4 2025.

Arax Advisory Partners first reported a position in ROOT in Q2 2021 and has held it in 17 quarters since. The position peaked at $53.1K in Q1 2024. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Arax Advisory Partners held 462 shares of Root worth $25.8K as of Q2 2026.
Root was a new Arax Advisory Partners position in Q2 2026.
Root made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3780 holding.
Arax Advisory Partners first reported a position in Root in Q2 2021 and has held it in 17 quarters since.
Arax Advisory Partners's Root position peaked at $53.1K in Q1 2024.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.