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Root Financial Partners’s Ardmore Shipping ASC Stock Holding History

Root Financial Partners’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41
Closed -$625 – 604
2026
Q1 		$625 Buy
+41
New +$563 ﹤0.01% 2791

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GC
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YIH
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EI
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Wealth Enhancement Advisory Services
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ETC
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KA
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Mirae Asset Global Investments
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Root Financial Partners's ASC Position: Q2 2026 in Review

Root Financial Partners sold out of Ardmore Shipping (ASC) in Q2 2026, closing a stake of 41 shares — an estimated $625 sold.

Root Financial Partners first reported a position in ASC in Q1 2026 and held it in 1 quarter. The position peaked at $625 in Q1 2026. 34 funds tracked by Wall St. Rank hold ASC as of Q2 2026.

  • Root Financial Partners reported no remaining Ardmore Shipping position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 41 Ardmore Shipping shares in Q2 2026, an estimated $625.
  • Root Financial Partners first reported a position in Ardmore Shipping in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ardmore Shipping position peaked at $625 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Ardmore Shipping as of Q2 2026.

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