Root Financial Partners’s InterContinental Hotels IHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$2.13K	–	1735
2026 Q1	$2.13K	Buy	16 +12	+300%	+$1.65K	﹤0.01%	2288
2025 Q4	$563	Sell	4 -23	-85%	-$2.99K	﹤0.01%	2192
2025 Q3	$3.27K	Buy	+27	New	+$3.23K	﹤0.01%	1858

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Root Financial Partners sold out of InterContinental Hotels (IHG) in Q2 2026, closing a stake of 16 shares — an estimated $2.13K sold.

Root Financial Partners first reported a position in IHG in Q3 2025 and held it in 3 quarters. The position peaked at $3.27K in Q3 2025. 318 funds tracked by Wall St. Rank hold IHG as of Q2 2026.

Root Financial Partners reported no remaining InterContinental Hotels position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 16 InterContinental Hotels shares in Q2 2026, an estimated $2.13K.
Root Financial Partners first reported a position in InterContinental Hotels in Q3 2025 and held it in 3 quarters.
Root Financial Partners's InterContinental Hotels position peaked at $3.27K in Q3 2025.
318 funds tracked by Wall St. Rank held InterContinental Hotels as of Q2 2026.

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