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MassMutual Private Wealth & Trust’s Root ROOT Stock Holding History

MassMutual Private Wealth & Trust’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
-1
Closed -$44 – 2482
2026
Q1 		$44 Sell
1
-6
-86% -$350 ﹤0.01% 2375
2025
Q4 		$506 Buy
7
+1
+17% +$80 ﹤0.01% 2237
2025
Q3 		$537 Hold
6
– – ﹤0.01% 2229
2025
Q2 		$768 Hold
6
– – ﹤0.01% 2169
2025
Q1 		$801 Hold
6
– – ﹤0.01% 2171
2024
Q4 		$436 Buy
+6
New +$414 ﹤0.01% 2158

Other funds holding ROOT

TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

MassMutual Private Wealth & Trust's ROOT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Root (ROOT) in Q2 2026, closing a stake of 1 share — an estimated $44 sold.

MassMutual Private Wealth & Trust first reported a position in ROOT in Q4 2024 and held it in 6 quarters. The position peaked at $801 in Q1 2025. 14 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Root position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1 Root share in Q2 2026, an estimated $44.
  • MassMutual Private Wealth & Trust first reported a position in Root in Q4 2024 and held it in 6 quarters.
  • MassMutual Private Wealth & Trust's Root position peaked at $801 in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.