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HB Wealth Management’s Root ROOT Stock Holding History

HB Wealth 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 		$2.65M Buy
47,396
+148
+0.3% +$7.89K 0.01% 403
2026
Q1 		$2.09M Buy
47,248
+25,986
+122% +$1.52M 0.01% 417
2025
Q4 		$1.54M Buy
21,262
+3
+0% +$239 0.01% 483
2025
Q3 		$1.9M Buy
21,259
+2
+0% +$210 0.01% 418
2025
Q2 		$2.72M Sell
21,257
-2
-0% -$271 0.02% 316
2025
Q1 		$2.84M Buy
+21,259
New +$2.44M 0.02% 314

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

HB Wealth Management's ROOT Position: Q2 2026 in Review

HB Wealth Management increased its Root (ROOT) stake by 0.31% in Q2 2026, buying an estimated $7.89K and bringing the position to 47,396 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #403.

HB Wealth Management first reported a position in ROOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84M in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • HB Wealth Management held 47,396 shares of Root worth $2.65M as of Q2 2026.
  • HB Wealth Management bought 148 Root shares in Q2 2026, an estimated $7.89K.
  • Root made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #403 holding.
  • HB Wealth Management first reported a position in Root in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Root position peaked at $2.84M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.