Stephens Consulting’s Root ROOT Stock Holding History

Stephens Consulting’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$668	–	1830
2025 Q1	$668	Buy	+5	New	+$573	﹤0.01%	853

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephens Consulting's ROOT Position: Q2 2025 in Review

Stephens Consulting sold out of Root (ROOT) in Q2 2025, closing a stake of 5 shares — an estimated $668 sold.

Stephens Consulting first reported a position in ROOT in Q1 2025 and held it in 1 quarter. The position peaked at $668 in Q1 2025. 203 funds tracked by Wall St. Rank hold ROOT as of Q2 2025.

Stephens Consulting reported no remaining Root position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Root shares in Q2 2025, an estimated $668.
Stephens Consulting first reported a position in Root in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Root position peaked at $668 in Q1 2025.
203 funds tracked by Wall St. Rank held Root as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.