Covestor’s Root ROOT Stock Holding History

Covestor’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	$9K	Buy	174 +48	+38%	+$2.56K	0.01%	1687
2026 Q1	$6K	Buy	126 +39	+45%	+$2.27K	﹤0.01%	1749
2025 Q4	$6K	Hold	87	–	–	﹤0.01%	1826
2025 Q3	$8K	Buy	+87	New	+$9.12K	﹤0.01%	1758

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

Covestor's ROOT Position: Q2 2026 in Review

Covestor increased its Root (ROOT) stake by 38% in Q2 2026, buying an estimated $2.56K and bringing the position to 174 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1687.

Covestor first reported a position in ROOT in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Covestor held 174 shares of Root worth $9K as of Q2 2026.
Covestor bought 48 Root shares in Q2 2026, an estimated $2.56K.
Root made up 0.01% of Covestor's portfolio in Q2 2026, its #1687 holding.
Covestor first reported a position in Root in Q3 2025 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.