WOC
ROOT icon

West Oak Capital’s Root ROOT Stock Holding History

West Oak Capital’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
Q3 		– Sell
-100
Closed -$128 – 302
2025
Q2 		$128 Hold
100
– – 0.01% 236
2025
Q1 		$133 Buy
+100
New +$11.5K 0.01% 233
2021
Q4 		– Sell
-8
Closed -$1K – 388
2021
Q3 		$1K Buy
8
+2
+33% +$248 ﹤0.01% 356
2021
Q2 		$1K Buy
+6
New +$1.13K ﹤0.01% 343

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Oak Capital's ROOT Position: Q3 2025 in Review

West Oak Capital sold out of Root (ROOT) in Q3 2025, closing a stake of 100 shares — an estimated $128 sold.

West Oak Capital first reported a position in ROOT in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • West Oak Capital reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 100 Root shares in Q3 2025, an estimated $128.
  • West Oak Capital first reported a position in Root in Q2 2021 and held it in 4 quarters.
  • West Oak Capital's Root position peaked at $1K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.