Invesco
ROOT icon

Invesco’s Root ROOT Stock Holding History

Invesco’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
Q1 		$585K Sell
13,251
-197,333
-94% -$11.5M ﹤0.01% 3101
2025
Q4 		$15.2M Sell
210,584
-5,201
-2% -$414K ﹤0.01% 1608
2025
Q3 		$19.3M Sell
215,785
-5,050
-2% -$529K ﹤0.01% 1472
2025
Q2 		$28.3M Sell
220,835
-35,957
-14% -$4.87M ﹤0.01% 1286
2025
Q1 		$34.3M Buy
256,792
+252,267
+5,575% +$28.9M 0.01% 1185
2024
Q4 		$328K Buy
+4,525
New +$313K ﹤0.01% 3389
2024
Q3 		– Sell
-4,369
Closed -$225K – 3865
2024
Q2 		$225K Buy
+4,369
New +$253K ﹤0.01% 3588
2024
Q1 		– Sell
-62,081
Closed -$651K – 3929
2023
Q4 		$651K Buy
62,081
+680
+1% +$6.75K ﹤0.01% 3089
2023
Q3 		$584K Buy
61,401
+480
+0.8% +$4.97K ﹤0.01% 3128
2023
Q2 		$545K Sell
60,921
-3,719
-6% -$20.6K ﹤0.01% 3191
2023
Q1 		$292K Buy
64,640
+45,642
+240% +$231K ﹤0.01% 3507
2022
Q4 		$85.3K Sell
18,998
-280
-1% -$1.93K ﹤0.01% 3852
2022
Q3 		$152K Sell
19,278
-877
-4% -$13.7K ﹤0.01% 3754
2022
Q2 		$432K Buy
20,155
+6,697
+50% +$181K ﹤0.01% 3401
2022
Q1 		$477K Buy
+13,458
New +$485K ﹤0.01% 3410

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return