Root Financial Partners’s EHang Holdings EH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200	Closed	-$1.94K	–	1217
2026 Q1	$1.94K	Hold	200	–	–	﹤0.01%	2334
2025 Q4	$2.64K	Hold	200	–	–	﹤0.01%	1941
2025 Q3	$3.71K	Buy	+200	New	+$3.5K	﹤0.01%	1823

Other funds holding EH

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Root Financial Partners sold out of EHang Holdings (EH) in Q2 2026, closing a stake of 200 shares — an estimated $1.94K sold.

Root Financial Partners first reported a position in EH in Q3 2025 and held it in 3 quarters. The position peaked at $3.71K in Q3 2025. 76 funds tracked by Wall St. Rank hold EH as of Q2 2026.

Root Financial Partners reported no remaining EHang Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 200 EHang Holdings shares in Q2 2026, an estimated $1.94K.
Root Financial Partners first reported a position in EHang Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's EHang Holdings position peaked at $3.71K in Q3 2025.
76 funds tracked by Wall St. Rank held EHang Holdings as of Q2 2026.

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