Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-17,389
Closed -$1.26M 416
2025
Q4
$1.26M Hold
17,389
0.13% 59
2025
Q3
$1.56M Hold
17,389
0.17% 51
2025
Q2
$2.23M Buy
17,389
+86
+0.5% +$11.6K 0.25% 44
2025
Q1
$2.31M Buy
+17,303
New +$1.98M 0.32% 39

Other funds holding ROOT

Cynosure Group's ROOT Position: Q1 2026 in Review

Cynosure Group sold out of Root (ROOT) in Q1 2026, closing a stake of 17,389 shares — an estimated $1.26M sold.

Cynosure Group first reported a position in ROOT in Q1 2025 and held it in 4 quarters. The position peaked at $2.31M in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Cynosure Group reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 17,389 Root shares in Q1 2026, an estimated $1.26M.
  • Cynosure Group first reported a position in Root in Q1 2025 and held it in 4 quarters.
  • Cynosure Group's Root position peaked at $2.31M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.