UBS AM
ROOT icon

UBS AM’s Root ROOT Stock Holding History

UBS AM’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
2026
Q2 		$687K Hold
12,278
– – ﹤0.01% 2458
2026
Q1 		$542K Sell
12,278
-1
-0% -$58 ﹤0.01% 2532
2025
Q4 		$887K Buy
12,279
+3,183
+35% +$254K ﹤0.01% 2181
2025
Q3 		$814K Sell
9,096
-7,685
-46% -$805K ﹤0.01% 2075
2025
Q2 		$2.15M Buy
16,781
+8,745
+109% +$1.18M ﹤0.01% 2103
2025
Q1 		$1.07M Sell
8,036
-385
-5% -$44.1K ﹤0.01% 2275
2024
Q4 		$611K Buy
8,421
+3,459
+70% +$239K ﹤0.01% 2520
2024
Q3 		$187K Sell
4,962
-1,228
-20% -$63.4K ﹤0.01% 2764
2024
Q2 		$319K Buy
+6,190
New +$358K ﹤0.01% 2714
2022
Q3 		– Sell
-3,394
Closed -$72.7K – 2770
2022
Q2 		$72.7K Hold
3,394
– – ﹤0.01% 2661
2022
Q1 		$120K Hold
3,394
– – ﹤0.01% 2724
2021
Q4 		$189K Buy
+3,394
New +$265K ﹤0.01% 2771

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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 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
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

UBS AM's ROOT Position: Q2 2026 in Review

UBS AM held its Root (ROOT) position steady in Q2 2026 at 12,278 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

UBS AM first reported a position in ROOT in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.15M in Q2 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • UBS AM held 12,278 shares of Root worth $687K as of Q2 2026.
  • UBS AM left its Root share count unchanged in Q2 2026.
  • Root made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2458 holding.
  • UBS AM first reported a position in Root in Q4 2021 and has held it in 12 quarters since.
  • UBS AM's Root position peaked at $2.15M in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.