Clearstead Advisors
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Clearstead Advisors’s Root ROOT Stock Holding History

Clearstead Advisors’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 		$168 Sell
3
-224
-99% -$11.9K ﹤0.01% 3248
2026
Q1 		$10K Hold
227
– – ﹤0.01% 1593
2025
Q4 		$16.4K Buy
+227
New +$18.1K ﹤0.01% 1770

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 $3.38T AUM 44.17% 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
Boothbay Fund Management
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Clearstead Advisors's ROOT Position: Q2 2026 in Review

Clearstead Advisors reduced its Root (ROOT) stake by 99% in Q2 2026, selling an estimated $11.9K and leaving 3 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #3248.

Clearstead Advisors first reported a position in ROOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.4K in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Clearstead Advisors held 3 shares of Root worth $168 as of Q2 2026.
  • Clearstead Advisors sold 224 Root shares in Q2 2026, an estimated $11.9K.
  • Root made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3248 holding.
  • Clearstead Advisors first reported a position in Root in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Root position peaked at $16.4K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.