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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Root Financial Partners increased its Qualcomm (QCOM) stake by 372% in Q2 2026, buying an estimated $2.09M and bringing the position to 14,197 shares worth $2.62M. The position accounts for 0.1% of the portfolio, ranked #62.

Root Financial Partners first reported a position in QCOM in Q3 2024 and has held it in 8 quarters since. 3,024 funds tracked by Wall St. Rank hold QCOM as of Q2 2026.

  • Root Financial Partners held 14,197 shares of Qualcomm worth $2.62M as of Q2 2026.
  • Root Financial Partners bought 11,187 Qualcomm shares in Q2 2026, an estimated $2.09M.
  • Qualcomm made up 0.1% of Root Financial Partners's portfolio in Q2 2026, its #62 holding.
  • Root Financial Partners first reported a position in Qualcomm in Q3 2024 and has held it in 8 quarters since.
  • 3,024 funds tracked by Wall St. Rank held Qualcomm as of Q2 2026.

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