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Global Retirement Partners’s Root ROOT Stock Holding History

Global Retirement Partners’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 		$2.07K Buy
+37
New +$1.97K ﹤0.01% 4007
2025
Q4 		$361 Sell
5
-3
-38% -$239 ﹤0.01% 4049
2025
Q3 		$716 Hold
8
– – ﹤0.01% 3589
2025
Q2 		$1.02K Buy
+8
New +$1.08K ﹤0.01% 3440
2024
Q4 		$73 Buy
+1
New +$69 ﹤0.01% 3562

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

Global Retirement Partners's ROOT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Root (ROOT) in Q2 2026: 37 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #4007 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ROOT as recently as Q4 2025.

Global Retirement Partners first reported a position in ROOT in Q4 2024 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Global Retirement Partners held 37 shares of Root worth $2.07K as of Q2 2026.
  • Root was a new Global Retirement Partners position in Q2 2026.
  • Root made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4007 holding.
  • Global Retirement Partners first reported a position in Root in Q4 2024 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.