Root Financial Partners’s Cirrus Logic CRUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-214
Closed -$30.9K 1028
2026
Q1
$30.9K Buy
214
+39
+22% +$5.25K ﹤0.01% 1100
2025
Q4
$20.7K Buy
175
+42
+32% +$5.17K ﹤0.01% 1172
2025
Q3
$16.7K Buy
+133
New +$14.8K ﹤0.01% 1209

Other funds holding CRUS

Root Financial Partners's CRUS Position: Q2 2026 in Review

Root Financial Partners sold out of Cirrus Logic (CRUS) in Q2 2026, closing a stake of 214 shares — an estimated $30.9K sold.

Root Financial Partners first reported a position in CRUS in Q3 2025 and held it in 3 quarters. The position peaked at $30.9K in Q1 2026. 173 funds tracked by Wall St. Rank hold CRUS as of Q2 2026.

  • Root Financial Partners reported no remaining Cirrus Logic position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 214 Cirrus Logic shares in Q2 2026, an estimated $30.9K.
  • Root Financial Partners first reported a position in Cirrus Logic in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cirrus Logic position peaked at $30.9K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.