Creative Planning
ROOT icon

Creative Planning’s Root ROOT Stock Holding History

Creative Planning’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 		$294K Buy
+5,254
New +$280K ﹤0.01% 3581
2023
Q4 		– Sell
-5
Closed -$48 – 3035
2023
Q3 		$48 Buy
+5
New +$52 ﹤0.01% 2887
2022
Q2 		– Sell
-6
Closed – – 2498
2022
Q1 		$0 Buy
+6
New +$216 ﹤0.01% 2428
2021
Q2 		– Sell
-560
Closed -$128K – 2498
2021
Q1 		$128K Buy
+560
New +$169K ﹤0.01% 2198

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

Creative Planning's ROOT Position: Q2 2026 in Review

Creative Planning opened a new position in Root (ROOT) in Q2 2026: 5,254 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #3581 among its holdings. This is a return to the name: Creative Planning previously reported a position in ROOT as recently as Q3 2023.

Creative Planning first reported a position in ROOT in Q1 2021 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Creative Planning held 5,254 shares of Root worth $294K as of Q2 2026.
  • Root was a new Creative Planning position in Q2 2026.
  • Root made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3581 holding.
  • Creative Planning first reported a position in Root in Q1 2021 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.