Nisa Investment Advisors
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Nisa Investment Advisors’s Root ROOT Stock Holding History

Nisa Investment Advisors’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
Q1 		– Sell
-6
Closed -$433 – 3112
2025
Q4 		$433 Sell
6
-97
-94% -$7.73K ﹤0.01% 2834
2025
Q3 		$9.22K Sell
103
-35
-25% -$3.67K ﹤0.01% 2309
2025
Q2 		$17.7K Buy
138
+97
+237% +$13.1K ﹤0.01% 2005
2025
Q1 		$5.47K Buy
41
+35
+583% +$4.01K ﹤0.01% 2230
2024
Q4 		$436 Buy
+6
New +$414 ﹤0.01% 2857
2024
Q2 		– Sell
-21
Closed -$1.28K – 2968
2024
Q1 		$1.28K Sell
21
-14
-40% -$329 ﹤0.01% 2319
2023
Q4 		$367 Hold
35
– – ﹤0.01% 2465
2023
Q3 		$333 Hold
35
– – ﹤0.01% 2598
2023
Q2 		$313 Buy
35
+21
+150% +$116 ﹤0.01% 2651
2023
Q1 		$0 Hold
14
– – ﹤0.01% 2679
2022
Q4 		$0 Buy
+14
New +$97 ﹤0.01% 2696

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 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

Nisa Investment Advisors's ROOT Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Root (ROOT) in Q1 2026, closing a stake of 6 shares — an estimated $433 sold.

Nisa Investment Advisors first reported a position in ROOT in Q4 2022 and held it in 11 quarters. The position peaked at $17.7K in Q2 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 6 Root shares in Q1 2026, an estimated $433.
  • Nisa Investment Advisors first reported a position in Root in Q4 2022 and held it in 11 quarters.
  • Nisa Investment Advisors's Root position peaked at $17.7K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.