Root Financial Partners’s MarketWise MKTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$37	–	2078
2026 Q1	$37	Buy	+2	New	+$31	﹤0.01%	3406

Other funds holding MKTW

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

SRB

Sid R. Bass $2.6M AUM

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Root Financial Partners sold out of MarketWise (MKTW) in Q2 2026, closing a stake of 2 shares — an estimated $37 sold.

Root Financial Partners first reported a position in MKTW in Q1 2026 and held it in 1 quarter. The position peaked at $37 in Q1 2026. 50 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

Root Financial Partners reported no remaining MarketWise position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 MarketWise shares in Q2 2026, an estimated $37.
Root Financial Partners first reported a position in MarketWise in Q1 2026 and held it in 1 quarter.
Root Financial Partners's MarketWise position peaked at $37 in Q1 2026.
50 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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