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GHP Investment Advisors’s Root ROOT Stock Holding History

GHP Investment 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 		– Sell
-33
Closed -$1.46K – 1448
2026
Q1 		$1.46K Hold
33
– – ﹤0.01% 1018
2025
Q4 		$2.38K Hold
33
– – ﹤0.01% 884
2025
Q3 		$2.95K Buy
+33
New +$3.46K ﹤0.01% 839

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

GHP Investment Advisors's ROOT Position: Q2 2026 in Review

GHP Investment Advisors sold out of Root (ROOT) in Q2 2026, closing a stake of 33 shares — an estimated $1.46K sold.

GHP Investment Advisors first reported a position in ROOT in Q3 2025 and held it in 3 quarters. The position peaked at $2.95K in Q3 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • GHP Investment Advisors reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 33 Root shares in Q2 2026, an estimated $1.46K.
  • GHP Investment Advisors first reported a position in Root in Q3 2025 and held it in 3 quarters.
  • GHP Investment Advisors's Root position peaked at $2.95K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.