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Root Financial Partners’s Ziff Davis ZD Stock Holding History

Root Financial Partners’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52
Closed -$2.18K – 3251
2026
Q1 		$2.18K Buy
52
+39
+300% +$1.43K ﹤0.01% 2279
2025
Q4 		$457 Sell
13
-2
-13% -$70 ﹤0.01% 2220
2025
Q3 		$572 Buy
+15
New +$525 ﹤0.01% 2135

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Vanguard Portfolio Management
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Root Financial Partners sold out of Ziff Davis (ZD) in Q2 2026, closing a stake of 52 shares — an estimated $2.18K sold.

Root Financial Partners first reported a position in ZD in Q3 2025 and held it in 3 quarters. The position peaked at $2.18K in Q1 2026. 267 funds tracked by Wall St. Rank hold ZD as of Q2 2026.

  • Root Financial Partners reported no remaining Ziff Davis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 52 Ziff Davis shares in Q2 2026, an estimated $2.18K.
  • Root Financial Partners first reported a position in Ziff Davis in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ziff Davis position peaked at $2.18K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2026.

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