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Root shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Root

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Root by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 140 72.24
2025-09-30 $12k 138 89.51
2025-06-30 $18k 138 127.97
2025-03-31 $18k 138 133.44
2024-12-31 $10k 138 72.59

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View all positions for MAI Wealth Advisors

Top funds holding Root

Ribbit Management Company
BlackRock
T. Rowe Price Investment Management
Vanguard Group
Capital Research Global Investors
Citadel Advisors
Geode Capital Management
Susquehanna International
State Street Corporation
Galileo
Renaissance Technologies
Findell Capital Management
Invesco
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Root