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Stratos Wealth Partners’s Root ROOT Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-2,429
Closed -$217K – 1649
2025
Q3 		$217K Buy
+2,429
New +$255K ﹤0.01% 1423
2022
Q3 		– Sell
-883
Closed -$19K – 1211
2022
Q2 		$19K Hold
883
– – ﹤0.01% 1178
2022
Q1 		$31K Buy
883
+11
+1% +$397 ﹤0.01% 1252
2021
Q4 		$49K Buy
872
+11
+1% +$860 ﹤0.01% 1238
2021
Q3 		$82K Buy
861
+17
+2% +$2.11K ﹤0.01% 1152
2021
Q2 		$164K Hold
844
– – ﹤0.01% 1136
2021
Q1 		$193K Buy
+844
New +$255K 0.01% 1049

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return

Stratos Wealth Partners's ROOT Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Root (ROOT) in Q4 2025, closing a stake of 2,429 shares — an estimated $217K sold.

Stratos Wealth Partners first reported a position in ROOT in Q1 2021 and held it in 7 quarters. The position peaked at $217K in Q3 2025. 170 funds tracked by Wall St. Rank hold ROOT as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Root position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,429 Root shares in Q4 2025, an estimated $217K.
  • Stratos Wealth Partners first reported a position in Root in Q1 2021 and held it in 7 quarters.
  • Stratos Wealth Partners's Root position peaked at $217K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Root as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.