Root Financial Partners’s IonQ IONQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,725	Closed	-$49.7K	–	1778
2026 Q1	$49.7K	Buy	1,725 +321	+23%	+$12.3K	﹤0.01%	877
2025 Q4	$63K	Buy	1,404 +604	+76%	+$33.8K	﹤0.01%	626
2025 Q3	$49.2K	Buy	+800	New	+$37.6K	﹤0.01%	676

Other funds holding IONQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

Root Financial Partners sold out of IonQ (IONQ) in Q2 2026, closing a stake of 1,725 shares — an estimated $49.7K sold.

Root Financial Partners first reported a position in IONQ in Q3 2025 and held it in 3 quarters. The position peaked at $63K in Q4 2025. 786 funds tracked by Wall St. Rank hold IONQ as of Q2 2026.

Root Financial Partners reported no remaining IonQ position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,725 IonQ shares in Q2 2026, an estimated $49.7K.
Root Financial Partners first reported a position in IonQ in Q3 2025 and held it in 3 quarters.
Root Financial Partners's IonQ position peaked at $63K in Q4 2025.
786 funds tracked by Wall St. Rank held IonQ as of Q2 2026.

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