Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Root ROOT Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.34K Buy
+24
New +$1.28K ﹤0.01% 3737
2026
Q1 		– Sell
-25
Closed -$1.81K – 4421
2025
Q4 		$1.81K Buy
+25
New +$1.99K ﹤0.01% 3515
2022
Q1 		– Sell
-6
Closed – – 3354
2021
Q4 		$0 Buy
+6
New +$469 ﹤0.01% 3301

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's ROOT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Root (ROOT) in Q2 2026: 24 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #3737 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in ROOT as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in ROOT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.81K in Q4 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 24 shares of Root worth $1.34K as of Q2 2026.
  • Root was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Root made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3737 holding.
  • Northwestern Mutual Wealth Management first reported a position in Root in Q4 2021 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's Root position peaked at $1.81K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.