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Root Financial Partners’s Insight Enterprises NSIT Stock Holding History

Root Financial Partners’s Portfolio NSIT Stock Details NSIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$1.34K – 2221
2026
Q1 		$1.34K Buy
20
+10
+100% +$817 ﹤0.01% 2478
2025
Q4 		$815 Sell
10
-29
-74% -$2.72K ﹤0.01% 2138
2025
Q3 		$4.42K Buy
+39
New +$5.08K ﹤0.01% 1773

Other funds holding NSIT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Insight Enterprises (NSIT) in Q2 2026, closing a stake of 20 shares — an estimated $1.34K sold.

Root Financial Partners first reported a position in NSIT in Q3 2025 and held it in 3 quarters. The position peaked at $4.42K in Q3 2025. 328 funds tracked by Wall St. Rank hold NSIT as of Q2 2026.

  • Root Financial Partners reported no remaining Insight Enterprises position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Insight Enterprises shares in Q2 2026, an estimated $1.34K.
  • Root Financial Partners first reported a position in Insight Enterprises in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Insight Enterprises position peaked at $4.42K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Insight Enterprises as of Q2 2026.

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