Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$288K Sell
5,150
-2,265
-31% -$121K ﹤0.01% 771
2026
Q1
$328K Buy
+7,415
New +$433K ﹤0.01% 668

Other funds holding ROOT

Freestone Grove Partners's ROOT Position: Q2 2026 in Review

Freestone Grove Partners reduced its Root (ROOT) stake by 31% in Q2 2026, selling an estimated $121K and leaving 5,150 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Freestone Grove Partners first reported a position in ROOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $328K in Q1 2026. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Freestone Grove Partners held 5,150 shares of Root worth $288K as of Q2 2026.
  • Freestone Grove Partners sold 2,265 Root shares in Q2 2026, an estimated $121K.
  • Root made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #771 holding.
  • Freestone Grove Partners first reported a position in Root in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's Root position peaked at $328K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.