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Root Financial Partners’s QuantumScape Corp QS Stock Holding History

Root Financial Partners’s Portfolio QS Stock Details QS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-271
Closed -$1.73K – 2502
2026
Q1 		$1.73K Sell
271
-683
-72% -$5.67K ﹤0.01% 2377
2025
Q4 		$9.94K Sell
954
-16
-2% -$221 ﹤0.01% 1496
2025
Q3 		$11.9K Buy
+970
New +$9.46K ﹤0.01% 1377

Other funds holding QS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners sold out of QuantumScape Corp (QS) in Q2 2026, closing a stake of 271 shares — an estimated $1.73K sold.

Root Financial Partners first reported a position in QS in Q3 2025 and held it in 3 quarters. The position peaked at $11.9K in Q3 2025. 449 funds tracked by Wall St. Rank hold QS as of Q2 2026.

  • Root Financial Partners reported no remaining QuantumScape Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 271 QuantumScape Corp shares in Q2 2026, an estimated $1.73K.
  • Root Financial Partners first reported a position in QuantumScape Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's QuantumScape Corp position peaked at $11.9K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2026.

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