Root Financial Partners
QCOM icon

Root Financial Partners’s Qualcomm QCOM Stock Holding History

Root Financial Partners’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.73M Buy
14,830
+633
+4% +$110K 0.09% 65
2026
Q2 		$2.62M Buy
14,197
+11,187
+372% +$2.09M 0.1% 62
2026
Q1 		$388K Sell
3,010
-529
-15% -$77.2K 0.02% 202
2025
Q4 		$605K Buy
3,539
+251
+8% +$43K 0.03% 137
2025
Q3 		$547K Buy
3,288
+393
+14% +$62.3K 0.03% 135
2025
Q2 		$461K Buy
2,895
+148
+5% +$21.8K 0.04% 131
2025
Q1 		$422K Buy
2,747
+257
+10% +$41.9K 0.05% 126
2024
Q4 		$382K Buy
2,490
+652
+35% +$107K 0.05% 131
2024
Q3 		$312K Buy
+1,838
New +$325K 0.05% 124

Other funds holding QCOM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Root Financial Partners increased its Qualcomm (QCOM) stake by 4.5% in Q3 2026, buying an estimated $110K and bringing the position to 14,830 shares worth $2.73M. The position accounts for 0.09% of the portfolio, ranked #65.

Root Financial Partners first reported a position in QCOM in Q3 2024 and has held it in 9 quarters since. 1,232 funds tracked by Wall St. Rank hold QCOM as of Q3 2026.

  • Root Financial Partners held 14,830 shares of Qualcomm worth $2.73M as of Q3 2026.
  • Root Financial Partners bought 633 Qualcomm shares in Q3 2026, an estimated $110K.
  • Qualcomm made up 0.09% of Root Financial Partners's portfolio in Q3 2026, its #65 holding.
  • Root Financial Partners first reported a position in Qualcomm in Q3 2024 and has held it in 9 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Qualcomm as of Q3 2026.

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