Root Financial Partners’s AudioCodes AUDC Stock Holding History

Root Financial Partners’s Portfolio AUDC Stock Details AUDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.22K	Buy	+114	New	+$1.13K	﹤0.01%	2865
2026 Q2	–	Sell	-114	Closed	-$959	–	633
2026 Q1	$959	Hold	114	–	–	﹤0.01%	2631
2025 Q4	$995	Hold	114	–	–	﹤0.01%	2103
2025 Q3	$1.08K	Buy	+114	New	+$1.12K	﹤0.01%	2041

Other funds holding AUDC

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

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in AudioCodes (AUDC) in Q3 2026: 114 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #2865 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AUDC as recently as Q1 2026.

Root Financial Partners first reported a position in AUDC in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold AUDC as of Q3 2026.

Root Financial Partners held 114 shares of AudioCodes worth $1.22K as of Q3 2026.
AudioCodes was a new Root Financial Partners position in Q3 2026.
AudioCodes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2865 holding.
Root Financial Partners first reported a position in AudioCodes in Q3 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held AudioCodes as of Q3 2026.

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