Fidelity Investments
ROOT icon

Fidelity Investments’s Root ROOT Stock Holding History

Fidelity Investments’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
Q1 		$55.6K Buy
1,258
+156
+14% +$9.1K ﹤0.01% 4084
2025
Q4 		$79.6K Sell
1,102
-21,894
-95% -$1.74M ﹤0.01% 3870
2025
Q3 		$2.06M Sell
22,996
-2,589
-10% -$271K ﹤0.01% 2534
2025
Q2 		$3.27M Buy
25,585
+735
+3% +$99.6K ﹤0.01% 2315
2025
Q1 		$3.32M Sell
24,850
-11,319
-31% -$1.3M ﹤0.01% 2294
2024
Q4 		$2.63M Buy
36,169
+18,129
+100% +$1.25M ﹤0.01% 2351
2024
Q3 		$682K Buy
18,040
+16,348
+966% +$844K ﹤0.01% 2741
2024
Q2 		$87.3K Sell
1,692
-803
-32% -$46.5K ﹤0.01% 3354
2024
Q1 		$152K Sell
2,495
-184
-7% -$4.33K ﹤0.01% 3120
2023
Q4 		$28.1K Hold
2,679
– – ﹤0.01% 3777
2023
Q3 		$25.5K Sell
2,679
-31
-1% -$321 ﹤0.01% 3685
2023
Q2 		$24.2K Sell
2,710
-2,112
-44% -$11.7K ﹤0.01% 3760
2023
Q1 		$21.7K Buy
4,822
+4,495
+1,375% +$22.8K ﹤0.01% 3808
2022
Q4 		$1.47K Buy
327
+138
+73% +$952 ﹤0.01% 4581
2022
Q3 		$1K Buy
189
+111
+142% +$1.74K ﹤0.01% 4731
2022
Q2 		$2K Buy
+78
New +$2.11K ﹤0.01% 4589
2022
Q1 		– Sell
-1,056
Closed -$38.1K – 5408
2021
Q4 		$59K Buy
+1,056
New +$82.6K ﹤0.01% 3196
2021
Q2 		– Sell
-22
Closed -$4.16K – 4778
2021
Q1 		$5K Buy
22
+21
+2,100% +$6.35K ﹤0.01% 3558
2020
Q4 		$0 Buy
+1
New +$330 ﹤0.01% 4229

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return