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Root shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Root (ROOT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Root

Tip: Access up to 7 years of quarterly data

All positions including Root held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8k 41 44.16
2025-09-30 $269 3 89.67
2025-06-30 $512 4 128.00
2025-03-31 $399 3 133.33
2024-12-31 $290 4 72.50
2022-09-30 $0 59 0.00

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View all positions for EverSource Wealth Advisors

Top funds holding Root

Ribbit Management Company
BlackRock
T. Rowe Price Investment Management
Vanguard Group
Vanguard Capital Management
Capital Research Global Investors
Findell Capital Management
Geode Capital Management
Citadel Advisors
Susquehanna International
State Street Corporation
Galileo
Renaissance Technologies
Tairen Capital
Dragoneer Investment

View all funds holding Root