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Fulcrum Asset Management’s Root ROOT Stock Holding History

Fulcrum Asset 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
2026
Q2 		$1.27K Buy
+22
New +$1.17K ﹤0.01% 920

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

Fulcrum Asset Management's ROOT Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Root (ROOT) in Q2 2026: 22 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Fulcrum Asset Management held 22 shares of Root worth $1.27K as of Q2 2026.
  • Root was a new Fulcrum Asset Management position in Q2 2026.
  • Root made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #920 holding.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.