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Hennessy Advisors Inc’s Root ROOT Stock Holding History

Hennessy Advisors Inc’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
-47,102
Closed -$2.08M – 358
2026
Q1 		$2.08M Sell
47,102
-1,600
-3% -$93.3K 0.08% 228
2025
Q4 		$3.52M Sell
48,702
-3,200
-6% -$255K 0.12% 179
2025
Q3 		$4.65M Sell
51,902
-4,100
-7% -$430K 0.16% 159
2025
Q2 		$7.17M Buy
+56,002
New +$7.59M 0.24% 119

Other funds holding ROOT

TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Hennessy Advisors Inc's ROOT Position: Q2 2026 in Review

Hennessy Advisors Inc sold out of Root (ROOT) in Q2 2026, closing a stake of 47,102 shares — an estimated $2.08M sold.

Hennessy Advisors Inc first reported a position in ROOT in Q2 2025 and held it in 4 quarters. The position peaked at $7.17M in Q2 2025. 11 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Hennessy Advisors Inc reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 47,102 Root shares in Q2 2026, an estimated $2.08M.
  • Hennessy Advisors Inc first reported a position in Root in Q2 2025 and held it in 4 quarters.
  • Hennessy Advisors Inc's Root position peaked at $7.17M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.