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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Root Financial Partners reduced its Qualcomm (QCOM) stake by 15% in Q1 2026, selling an estimated $77.2K and leaving 3,010 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #202.

Root Financial Partners first reported a position in QCOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $605K in Q4 2025. 2,709 funds tracked by Wall St. Rank hold QCOM as of Q1 2026.

  • Root Financial Partners held 3,010 shares of Qualcomm worth $388K as of Q1 2026.
  • Root Financial Partners sold 529 Qualcomm shares in Q1 2026, an estimated $77.2K.
  • Qualcomm made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #202 holding.
  • Root Financial Partners first reported a position in Qualcomm in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Qualcomm position peaked at $605K in Q4 2025.
  • 2,709 funds tracked by Wall St. Rank held Qualcomm as of Q1 2026.

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