Morgan Stanley
ROOT icon

Morgan Stanley’s Root ROOT Stock Holding History

Morgan Stanley’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 		$8.29M Buy
148,225
+7,148
+5% +$381K ﹤0.01% 3852
2026
Q1 		$6.23M Sell
141,077
-17,952
-11% -$1.05M ﹤0.01% 3962
2025
Q4 		$11.5M Sell
159,029
-66,483
-29% -$5.3M ﹤0.01% 3488
2025
Q3 		$20.2M Buy
225,512
+19,860
+10% +$2.08M ﹤0.01% 2888
2025
Q2 		$26.3M Buy
205,652
+108,699
+112% +$14.7M ﹤0.01% 2536
2025
Q1 		$12.9M Sell
96,953
-88,521
-48% -$10.1M ﹤0.01% 3108
2024
Q4 		$13.5M Sell
185,474
-21,338
-10% -$1.47M ﹤0.01% 3125
2024
Q3 		$7.81M Sell
206,812
-140,400
-40% -$7.25M ﹤0.01% 3619
2024
Q2 		$17.9M Buy
347,212
+292,687
+537% +$16.9M ﹤0.01% 2784
2024
Q1 		$3.33M Buy
54,525
+522
+1% +$12.3K ﹤0.01% 4233
2023
Q4 		$566K Buy
54,003
+4,453
+9% +$44.2K ﹤0.01% 5238
2023
Q3 		$471K Sell
49,550
-10,828
-18% -$112K ﹤0.01% 5192
2023
Q2 		$540K Buy
60,378
+7,882
+15% +$43.6K ﹤0.01% 5173
2023
Q1 		$237K Sell
52,496
-1,078
-2% -$5.46K ﹤0.01% 5631
2022
Q4 		$241K Buy
53,574
+5,168
+11% +$35.6K ﹤0.01% 5585
2022
Q3 		$381K Buy
48,406
+32,044
+196% +$502K ﹤0.01% 5408
2022
Q2 		$351K Sell
16,362
-25,680
-61% -$695K ﹤0.01% 5597
2022
Q1 		$1.49M Sell
42,042
-40,508
-49% -$1.46M ﹤0.01% 4726
2021
Q4 		$4.61M Buy
82,550
+33,209
+67% +$2.6M ﹤0.01% 3806
2021
Q3 		$4.68M Buy
49,341
+13,686
+38% +$1.7M ﹤0.01% 3788
2021
Q2 		$6.94M Buy
35,655
+3,654
+11% +$691K ﹤0.01% 3424
2021
Q1 		$7.33M Buy
32,001
+26,647
+498% +$8.06M ﹤0.01% 2995
2020
Q4 		$1.51M Buy
+5,354
New +$1.77M ﹤0.01% 4388

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

Morgan Stanley's ROOT Position: Q2 2026 in Review

Morgan Stanley increased its Root (ROOT) stake by 5.1% in Q2 2026, buying an estimated $381K and bringing the position to 148,225 shares worth $8.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Morgan Stanley first reported a position in ROOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.3M in Q2 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Morgan Stanley held 148,225 shares of Root worth $8.29M as of Q2 2026.
  • Morgan Stanley bought 7,148 Root shares in Q2 2026, an estimated $381K.
  • Root made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3852 holding.
  • Morgan Stanley first reported a position in Root in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Root position peaked at $26.3M in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.