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 Q3	–	Sell	-7	Closed	-$392	–	2576
2026 Q2	$392	Buy	+7	New	+$373	﹤0.01%	2246

Other funds holding ROOT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's ROOT Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Root (ROOT) in Q3 2026, closing a stake of 7 shares — an estimated $392 sold.

Physician Wealth Advisors first reported a position in ROOT in Q2 2026 and held it in 1 quarter. The position peaked at $392 in Q2 2026. 53 funds tracked by Wall St. Rank hold ROOT as of Q3 2026.

Physician Wealth Advisors reported no remaining Root position as of Q3 2026 after selling out during the quarter.
Physician Wealth Advisors sold 7 Root shares in Q3 2026, an estimated $392.
Physician Wealth Advisors first reported a position in Root in Q2 2026 and held it in 1 quarter.
Physician Wealth Advisors's Root position peaked at $392 in Q2 2026.
53 funds tracked by Wall St. Rank held Root as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.