Corient Private Wealth’s Root ROOT Stock Holding History

Corient Private Wealth’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	-14,018	Closed	-$619K	–	3207
2026 Q1	$619K	Buy	+14,018	New	+$818K	﹤0.01%	1913

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

Corient Private Wealth's ROOT Position: Q2 2026 in Review

Corient Private Wealth sold out of Root (ROOT) in Q2 2026, closing a stake of 14,018 shares — an estimated $619K sold.

Corient Private Wealth first reported a position in ROOT in Q1 2026 and held it in 1 quarter. The position peaked at $619K in Q1 2026. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Corient Private Wealth reported no remaining Root position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 14,018 Root shares in Q2 2026, an estimated $619K.
Corient Private Wealth first reported a position in Root in Q1 2026 and held it in 1 quarter.
Corient Private Wealth's Root position peaked at $619K in Q1 2026.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.