MCM
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MAI Capital Management’s Root ROOT Stock Holding History

MAI Capital 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
Q1 		$6.41K Buy
145
+5
+4% +$292 ﹤0.01% 3385
2025
Q4 		$10.1K Buy
140
+2
+1% +$159 ﹤0.01% 2841
2025
Q3 		$12.4K Hold
138
– – ﹤0.01% 2654
2025
Q2 		$17.7K Hold
138
– – ﹤0.01% 2404
2025
Q1 		$18.4K Hold
138
– – ﹤0.01% 2217
2024
Q4 		$10K Buy
+138
New +$9.53K ﹤0.01% 2512

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 $5.72T 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 $341M 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

MAI Capital Management's ROOT Position: Q1 2026 in Review

MAI Capital Management increased its Root (ROOT) stake by 3.6% in Q1 2026, buying an estimated $292 and bringing the position to 145 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

MAI Capital Management first reported a position in ROOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4K in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • MAI Capital Management held 145 shares of Root worth $6.41K as of Q1 2026.
  • MAI Capital Management bought 5 Root shares in Q1 2026, an estimated $292.
  • Root made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3385 holding.
  • MAI Capital Management first reported a position in Root in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Root position peaked at $18.4K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.