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Root Financial Partners’s Arteris AIP Stock Holding History

Root Financial Partners’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-123
Closed -$2.02K – 488
2026
Q1 		$2.02K Buy
123
+119
+2,975% +$1.89K ﹤0.01% 2313
2025
Q4 		$62 Buy
+4
New +$58 ﹤0.01% 2362

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Federated Hermes
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Acadian Asset Management
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Nuveen
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Goldman Sachs
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Jacobs Levy Equity Management
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Root Financial Partners's AIP Position: Q2 2026 in Review

Root Financial Partners sold out of Arteris (AIP) in Q2 2026, closing a stake of 123 shares — an estimated $2.02K sold.

Root Financial Partners first reported a position in AIP in Q4 2025 and held it in 2 quarters. The position peaked at $2.02K in Q1 2026. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Root Financial Partners reported no remaining Arteris position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 123 Arteris shares in Q2 2026, an estimated $2.02K.
  • Root Financial Partners first reported a position in Arteris in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Arteris position peaked at $2.02K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.