Root Financial Partners
CRCT icon

Root Financial Partners’s Cricut CRCT Stock Holding History

Root Financial Partners’s Portfolio CRCT Stock Details CRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.47K Buy
+387
New +$2.06K ﹤0.01% 2545
2026
Q2 		– Sell
-135
Closed -$505 – 1014
2026
Q1 		$505 Buy
+135
New +$592 ﹤0.01% 2861

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Root Financial Partners opened a new position in Cricut (CRCT) in Q3 2026: 387 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #2545 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRCT as recently as Q1 2026.

Root Financial Partners first reported a position in CRCT in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold CRCT as of Q3 2026.

  • Root Financial Partners held 387 shares of Cricut worth $2.47K as of Q3 2026.
  • Cricut was a new Root Financial Partners position in Q3 2026.
  • Cricut made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2545 holding.
  • Root Financial Partners first reported a position in Cricut in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Cricut as of Q3 2026.

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