Root Financial Partners
IONQ icon

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
Q3 		$77.6K Buy
+1,770
New +$71.7K ﹤0.01% 872
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

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

Root Financial Partners opened a new position in IonQ (IONQ) in Q3 2026: 1,770 shares worth $77.6K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IONQ as recently as Q1 2026.

Root Financial Partners first reported a position in IONQ in Q3 2025 and has held it in 4 quarters since. 632 funds tracked by Wall St. Rank hold IONQ as of Q3 2026.

  • Root Financial Partners held 1,770 shares of IonQ worth $77.6K as of Q3 2026.
  • IonQ was a new Root Financial Partners position in Q3 2026.
  • IonQ made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #872 holding.
  • Root Financial Partners first reported a position in IonQ in Q3 2025 and has held it in 4 quarters since.
  • 632 funds tracked by Wall St. Rank held IonQ as of Q3 2026.

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