RFP
AMTM

Root Financial Partners’s Amentum Holdings AMTM Stock Holding History

Root Financial Partners’s Portfolio AMTM Stock Details AMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-773
Closed -$20.2K – 3361
2026
Q1 		$20.2K Buy
773
+79
+11% +$2.48K ﹤0.01% 1318
2025
Q4 		$20.1K Sell
694
-99
-12% -$2.53K ﹤0.01% 1186
2025
Q3 		$19K Buy
+793
New +$19.3K ﹤0.01% 1146

Other funds holding AMTM

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

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

Root Financial Partners sold out of Amentum Holdings (AMTM) in Q2 2026, closing a stake of 773 shares — an estimated $20.2K sold.

Root Financial Partners first reported a position in AMTM in Q3 2025 and held it in 3 quarters. The position peaked at $20.2K in Q1 2026. 133 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Root Financial Partners reported no remaining Amentum Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 773 Amentum Holdings shares in Q2 2026, an estimated $20.2K.
  • Root Financial Partners first reported a position in Amentum Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Amentum Holdings position peaked at $20.2K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

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