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Frazier Financial Advisors’s Root ROOT Stock Holding History

Frazier Financial 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 		$84.8K Sell
1,517
-101
-6% -$5.39K 0.04% 135
2026
Q1 		$71.5K Hold
1,618
– – 0.04% 147
2025
Q4 		$117K Hold
1,618
– – 0.07% 97
2025
Q3 		$145K Sell
1,618
-311
-16% -$32.6K 0.09% 79
2025
Q2 		$247K Buy
1,929
+1,891
+4,976% +$256K 0.17% 48
2025
Q1 		$5.07K Buy
+38
New +$4.35K ﹤0.01% 437

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

Frazier Financial Advisors's ROOT Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Root (ROOT) stake by 6.2% in Q2 2026, selling an estimated $5.39K and leaving 1,517 shares worth $84.8K. The position accounts for 0.04% of the portfolio, ranked #135.

Frazier Financial Advisors first reported a position in ROOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q2 2025. 161 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Frazier Financial Advisors held 1,517 shares of Root worth $84.8K as of Q2 2026.
  • Frazier Financial Advisors sold 101 Root shares in Q2 2026, an estimated $5.39K.
  • Root made up 0.04% of Frazier Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • Frazier Financial Advisors first reported a position in Root in Q1 2025 and has held it in 6 quarters since.
  • Frazier Financial Advisors's Root position peaked at $247K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.