EWM
ROOT icon

Evercore Wealth Management’s Root ROOT Stock Holding History

Evercore Wealth Management’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
2025
Q3 		– Sell
-2,145
Closed -$274K – 423
2025
Q2 		$274K Sell
2,145
-948
-31% -$128K ﹤0.01% 348
2025
Q1 		$413K Buy
+3,093
New +$354K 0.01% 296

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's ROOT Position: Q3 2025 in Review

Evercore Wealth Management sold out of Root (ROOT) in Q3 2025, closing a stake of 2,145 shares — an estimated $274K sold.

Evercore Wealth Management first reported a position in ROOT in Q1 2025 and held it in 2 quarters. The position peaked at $413K in Q1 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Evercore Wealth Management reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 2,145 Root shares in Q3 2025, an estimated $274K.
  • Evercore Wealth Management first reported a position in Root in Q1 2025 and held it in 2 quarters.
  • Evercore Wealth Management's Root position peaked at $413K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.