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
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 $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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's ROOT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Root (ROOT) in Q1 2026, closing a stake of 25 shares — an estimated $1.81K sold.

Northwestern Mutual Wealth Management first reported a position in ROOT in Q4 2021 and held it in 2 quarters. The position peaked at $1.81K in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 25 Root shares in Q1 2026, an estimated $1.81K.
  • Northwestern Mutual Wealth Management first reported a position in Root in Q4 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Root position peaked at $1.81K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.