MCM
ROOT icon

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
Q2 		– Sell
-145
Closed -$6.41K – 4174
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 $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

MAI Capital Management's ROOT Position: Q2 2026 in Review

MAI Capital Management sold out of Root (ROOT) in Q2 2026, closing a stake of 145 shares — an estimated $6.41K sold.

MAI Capital Management first reported a position in ROOT in Q4 2024 and held it in 6 quarters. The position peaked at $18.4K in Q1 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • MAI Capital Management reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 145 Root shares in Q2 2026, an estimated $6.41K.
  • MAI Capital Management first reported a position in Root in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Root position peaked at $18.4K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.