Root Financial Partners’s Allient ALNT Stock Holding History

Root Financial Partners’s Portfolio ALNT Stock Details ALNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30	Closed	-$1.77K	–	516
2026 Q1	$1.77K	Buy	+30	New	+$1.89K	﹤0.01%	2368

Other funds holding ALNT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Root Financial Partners's ALNT Position: Q2 2026 in Review

Root Financial Partners sold out of Allient (ALNT) in Q2 2026, closing a stake of 30 shares — an estimated $1.77K sold.

Root Financial Partners first reported a position in ALNT in Q1 2026 and held it in 1 quarter. The position peaked at $1.77K in Q1 2026. 229 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

Root Financial Partners reported no remaining Allient position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 30 Allient shares in Q2 2026, an estimated $1.77K.
Root Financial Partners first reported a position in Allient in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Allient position peaked at $1.77K in Q1 2026.
229 funds tracked by Wall St. Rank held Allient as of Q2 2026.

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