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N.E.W. Advisory Services’s Root ROOT Stock Holding History

N.E.W. Advisory Services’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
2025
Q4 		– Sell
-11
Closed -$985 – 924
2025
Q3 		$985 Hold
11
– – ﹤0.01% 800
2025
Q2 		$1.41K Hold
11
– – ﹤0.01% 766
2025
Q1 		$1.47K Buy
+11
New +$1.26K ﹤0.01% 815

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $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 $63.9B AUM 45.56% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

N.E.W. Advisory Services's ROOT Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Root (ROOT) in Q4 2025, closing a stake of 11 shares — an estimated $985 sold.

N.E.W. Advisory Services first reported a position in ROOT in Q1 2025 and held it in 3 quarters. The position peaked at $1.47K in Q1 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 11 Root shares in Q4 2025, an estimated $985.
  • N.E.W. Advisory Services first reported a position in Root in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Root position peaked at $1.47K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.