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Root Financial Partners’s Nasdaq NDAQ Stock Holding History

Root Financial Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Buy
1,820
+918
+102% +$82.3K 0.01% 408
2025
Q4 		$87.6K Buy
902
+208
+30% +$18.7K ﹤0.01% 515
2025
Q3 		$61.4K Buy
+694
New +$64.3K ﹤0.01% 601

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Root Financial Partners increased its Nasdaq (NDAQ) stake by 102% in Q1 2026, buying an estimated $82.3K and bringing the position to 1,820 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #408.

Root Financial Partners first reported a position in NDAQ in Q3 2025 and has held it in 3 quarters since. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Root Financial Partners held 1,820 shares of Nasdaq worth $155K as of Q1 2026.
  • Root Financial Partners bought 918 Nasdaq shares in Q1 2026, an estimated $82.3K.
  • Nasdaq made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #408 holding.
  • Root Financial Partners first reported a position in Nasdaq in Q3 2025 and has held it in 3 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

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