Root Financial Partners
AMTM icon

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
Q3 		$22.1K Buy
+1,217
New +$25.5K ﹤0.01% 1501
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

American Securities
American Securities New York $2.69B AUM 8.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Root Financial Partners's AMTM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amentum Holdings (AMTM) in Q3 2026: 1,217 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMTM as recently as Q1 2026.

Root Financial Partners first reported a position in AMTM in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold AMTM as of Q3 2026.

  • Root Financial Partners held 1,217 shares of Amentum Holdings worth $22.1K as of Q3 2026.
  • Amentum Holdings was a new Root Financial Partners position in Q3 2026.
  • Amentum Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1501 holding.
  • Root Financial Partners first reported a position in Amentum Holdings in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Amentum Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.