Root Financial Partners
ALRM icon

Root Financial Partners’s Alarm.com ALRM Stock Holding History

Root Financial Partners’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.7K Buy
+178
New +$9.7K ﹤0.01% 1927
2026
Q2 		– Sell
-216
Closed -$9.33K – 517
2026
Q1 		$9.33K Buy
216
+122
+130% +$5.82K ﹤0.01% 1715
2025
Q4 		$4.8K Buy
94
+7
+8% +$357 ﹤0.01% 1777
2025
Q3 		$4.62K Buy
+87
New +$4.86K ﹤0.01% 1757

Other funds holding ALRM

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's ALRM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alarm.com (ALRM) in Q3 2026: 178 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALRM as recently as Q1 2026.

Root Financial Partners first reported a position in ALRM in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold ALRM as of Q3 2026.

  • Root Financial Partners held 178 shares of Alarm.com worth $9.7K as of Q3 2026.
  • Alarm.com was a new Root Financial Partners position in Q3 2026.
  • Alarm.com made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1927 holding.
  • Root Financial Partners first reported a position in Alarm.com in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Alarm.com as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.