Morgan Stanley’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Sell |
54,525
-53,481
| -50% | -$1.26M | ﹤0.01% | 4233 |
|
|
2023
Q4 | $1.13M | Buy |
108,006
+58,456
| +118% | +$580K | ﹤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
VCM
FCM
GP
