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
Q2 		$497K Sell
8,883
-4,368
-33% -$233K ﹤0.01% 3238
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 – 3928
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 $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

Invesco's ROOT Position: Q2 2026 in Review

Invesco reduced its Root (ROOT) stake by 33% in Q2 2026, selling an estimated $233K and leaving 8,883 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Invesco first reported a position in ROOT in Q1 2022 and has held it in 16 quarters since. The position peaked at $34.3M in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Invesco held 8,883 shares of Root worth $497K as of Q2 2026.
  • Invesco sold 4,368 Root shares in Q2 2026, an estimated $233K.
  • Root made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3238 holding.
  • Invesco first reported a position in Root in Q1 2022 and has held it in 16 quarters since.
  • Invesco's Root position peaked at $34.3M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.