EverSource Wealth Advisors’s Root ROOT Stock Holding History

EverSource Wealth Advisors’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	$6.21K	Buy	111 +70	+171%	+$3.73K	﹤0.01%	3178
2026 Q1	$1.81K	Buy	+41	New	+$2.39K	﹤0.01%	3680
2025 Q4	–	Sell	-3	Closed	-$269	–	4414
2025 Q3	$269	Sell	3 -1	-25%	-$105	﹤0.01%	4063
2025 Q2	$512	Buy	4 +1	+33%	+$135	﹤0.01%	3890
2025 Q1	$400	Sell	3 -1	-25%	-$115	﹤0.01%	3533
2024 Q4	$290	Buy	+4	New	+$276	﹤0.01%	3356
2022 Q4	–	Sell	-59	Closed	–	–	2410
2022 Q3	$0	Buy	+59	New	+$923	﹤0.01%	2107

Other funds holding ROOT

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's ROOT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Root (ROOT) stake by 171% in Q2 2026, buying an estimated $3.73K and bringing the position to 111 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

EverSource Wealth Advisors first reported a position in ROOT in Q3 2022 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

EverSource Wealth Advisors held 111 shares of Root worth $6.21K as of Q2 2026.
EverSource Wealth Advisors bought 70 Root shares in Q2 2026, an estimated $3.73K.
Root made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3178 holding.
EverSource Wealth Advisors first reported a position in Root in Q3 2022 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.