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Root Financial Partners’s Grocery Outlet GO Stock Holding History

Root Financial Partners’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-69
Closed -$1.11K – 2474
2025
Q3 		$1.11K Buy
+69
New +$1.1K ﹤0.01% 2039

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's GO Position: Q4 2025 in Review

Root Financial Partners sold out of Grocery Outlet (GO) in Q4 2025, closing a stake of 69 shares — an estimated $1.11K sold.

Root Financial Partners first reported a position in GO in Q3 2025 and held it in 1 quarter. The position peaked at $1.11K in Q3 2025. 240 funds tracked by Wall St. Rank hold GO as of Q4 2025.

  • Root Financial Partners reported no remaining Grocery Outlet position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 69 Grocery Outlet shares in Q4 2025, an estimated $1.11K.
  • Root Financial Partners first reported a position in Grocery Outlet in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Grocery Outlet position peaked at $1.11K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.