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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
Q2 		– Sell
-1,820
Closed -$155K – 2164
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

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Massachusetts Financial Services
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Root Financial Partners sold out of Nasdaq (NDAQ) in Q2 2026, closing a stake of 1,820 shares — an estimated $155K sold.

Root Financial Partners first reported a position in NDAQ in Q3 2025 and held it in 3 quarters. The position peaked at $155K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Root Financial Partners reported no remaining Nasdaq position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,820 Nasdaq shares in Q2 2026, an estimated $155K.
  • Root Financial Partners first reported a position in Nasdaq in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nasdaq position peaked at $155K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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