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Morgan Stanley position in ROOT
ROOT INC · Financials
Latest position (Q2 2026)148.22K sh
Reported value held$8.29M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 888.14K | $4.68M | New |
| Q4 2021 | 1.49M | $4.61M | Add |
| Q1 2022 | 756.76K | $1.49M | Reduce |
| Q2 2022 | 294.52K | $351.00K | Reduce |
| Q3 2022 | 48.41K | $381.00K | Reduce |
| Q4 2022 | 53.57K | $240.55K | Add |
| Q1 2023 | 52.50K | $236.76K | Reduce |
| Q2 2023 | 60.38K | $539.78K | Add |
| Q3 2023 | 49.55K | $471.22K | Reduce |
| Q4 2023 | 54.00K | $565.95K | Add |
| Q1 2024 | 54.52K | $3.33M | Add |
| Q2 2024 | 347.21K | $17.92M | Add |
| Q3 2024 | 206.81K | $7.81M | Reduce |
| Q4 2024 | 185.47K | $13.46M | Reduce |
| Q1 2025 | 96.95K | $12.94M | Reduce |
| Q2 2025 | 205.65K | $26.32M | Add |
| Q3 2025 | 225.51K | $20.19M | Add |
| Q4 2025 | 159.03K | $11.49M | Reduce |
| Q1 2026 | 141.08K | $6.23M | Reduce |
| Q2 2026 | 148.22K | $8.29M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding ROOT
- BlackRock Inc 1.15M sh · $64.27M · Q2 2026
- Vanguard Group 723.12K sh · $52.23M · Q4 2025
- Geode Capital Management 345.38K sh · $19.32M · Q2 2026
- Citadel Advisors 343.10K sh · $19.19M · Q2 2026
- Renaissance Technologies 245.28K sh · $13.72M · Q2 2026
- Dragoneer Investment Group 154.32K sh · $8.63M · Q2 2026
- Goldman Sachs Group 144.31K sh · $8.07M · Q2 2026
- Northern Trust Corp 120.33K sh · $6.73M · Q2 2026
- Charles Schwab Investment Management 109.27K sh · $6.11M · Q2 2026
- Bank of America Corp 105.52K sh · $5.90M · Q2 2026
- UBS Group AG 82.83K sh · $4.63M · Q2 2026