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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's IHG Position: Q1 2026 in Review

Root Financial Partners increased its InterContinental Hotels (IHG) stake by 300% in Q1 2026, buying an estimated $1.65K and bringing the position to 16 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Root Financial Partners first reported a position in IHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.27K in Q3 2025. 287 funds tracked by Wall St. Rank hold IHG as of Q1 2026.

  • Root Financial Partners held 16 shares of InterContinental Hotels worth $2.13K as of Q1 2026.
  • Root Financial Partners bought 12 InterContinental Hotels shares in Q1 2026, an estimated $1.65K.
  • InterContinental Hotels made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2288 holding.
  • Root Financial Partners first reported a position in InterContinental Hotels in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's InterContinental Hotels position peaked at $3.27K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held InterContinental Hotels as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.