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Precision Wealth Strategies’s Root ROOT Stock Holding History

Precision Wealth Strategies’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
2025
Q4 		– Sell
-4,481
Closed -$401K – 180
2025
Q3 		$401K Buy
+4,481
New +$470K 0.13% 142

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Precision Wealth Strategies's ROOT Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Root (ROOT) in Q4 2025, closing a stake of 4,481 shares — an estimated $401K sold.

Precision Wealth Strategies first reported a position in ROOT in Q3 2025 and held it in 1 quarter. The position peaked at $401K in Q3 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • Precision Wealth Strategies reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,481 Root shares in Q4 2025, an estimated $401K.
  • Precision Wealth Strategies first reported a position in Root in Q3 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Root position peaked at $401K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.