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Integrated Wealth Concepts’s Root ROOT Stock Holding History

Integrated Wealth Concepts’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 		$11.2K Buy
+201
New +$10.7K ﹤0.01% 4481

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

Integrated Wealth Concepts's ROOT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Root (ROOT) in Q2 2026: 201 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #4481 among its holdings.

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

  • Integrated Wealth Concepts held 201 shares of Root worth $11.2K as of Q2 2026.
  • Root was a new Integrated Wealth Concepts position in Q2 2026.
  • Root made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4481 holding.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.