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Root Financial Partners’s Aramark ARMK Stock Holding History

Root Financial Partners’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,132
Closed -$86.4K – 594
2026
Q1 		$86.4K Buy
2,132
+1,465
+220% +$58.1K ﹤0.01% 627
2025
Q4 		$24.6K Buy
667
+44
+7% +$1.68K ﹤0.01% 1074
2025
Q3 		$23.9K Buy
+623
New +$25.2K ﹤0.01% 1028

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Massachusetts Financial Services
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Root Financial Partners sold out of Aramark (ARMK) in Q2 2026, closing a stake of 2,132 shares — an estimated $86.4K sold.

Root Financial Partners first reported a position in ARMK in Q3 2025 and held it in 3 quarters. The position peaked at $86.4K in Q1 2026. 549 funds tracked by Wall St. Rank hold ARMK as of Q2 2026.

  • Root Financial Partners reported no remaining Aramark position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,132 Aramark shares in Q2 2026, an estimated $86.4K.
  • Root Financial Partners first reported a position in Aramark in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Aramark position peaked at $86.4K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Aramark as of Q2 2026.

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