EP
ROOT icon

Essential Partners’s Root ROOT Stock Holding History

Essential Partners’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 		$280 Sell
5
-136
-96% -$7.25K ﹤0.01% 2581
2026
Q1 		$6.23K Buy
+141
New +$8.22K ﹤0.01% 1479

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

Essential Partners's ROOT Position: Q2 2026 in Review

Essential Partners reduced its Root (ROOT) stake by 96% in Q2 2026, selling an estimated $7.25K and leaving 5 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Essential Partners first reported a position in ROOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.23K in Q1 2026. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Essential Partners held 5 shares of Root worth $280 as of Q2 2026.
  • Essential Partners sold 136 Root shares in Q2 2026, an estimated $7.25K.
  • Root made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2581 holding.
  • Essential Partners first reported a position in Root in Q1 2026 and has held it in 2 quarters since.
  • Essential Partners's Root position peaked at $6.23K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.