Root Financial Partners
EH icon

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
Q3 		$844 Buy
+200
New +$1.02K ﹤0.01% 3026
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

Axim Planning & Wealth
Axim Planning & Wealth Springboro, Ohio $26.5M AUM 44.75% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in EHang Holdings (EH) in Q3 2026: 200 shares worth $844. The stake represents ﹤0.01% of the portfolio and ranks #3026 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EH as recently as Q1 2026.

Root Financial Partners first reported a position in EH in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.71K in Q3 2025. 18 funds tracked by Wall St. Rank hold EH as of Q3 2026.

  • Root Financial Partners held 200 shares of EHang Holdings worth $844 as of Q3 2026.
  • EHang Holdings was a new Root Financial Partners position in Q3 2026.
  • EHang Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3026 holding.
  • Root Financial Partners first reported a position in EHang Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's EHang Holdings position peaked at $3.71K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held EHang Holdings as of Q3 2026.

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