Physician Wealth Advisors’s Root ROOT Stock Holding History

Physician Wealth 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 Q2	$392	Buy	+7	New	+$373	﹤0.01%	2246

Other funds holding ROOT

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's ROOT Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Root (ROOT) in Q2 2026: 7 shares worth $392. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings.

11 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

Physician Wealth Advisors held 7 shares of Root worth $392 as of Q2 2026.
Root was a new Physician Wealth Advisors position in Q2 2026.
Root made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2246 holding.
11 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.