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Root Financial Partners’s Academy Sports + Outdoors ASO Stock Holding History

Root Financial Partners’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-302
Closed -$17K – 610
2026
Q1 		$17K Buy
302
+24
+9% +$1.37K ﹤0.01% 1413
2025
Q4 		$13.9K Buy
278
+36
+15% +$1.78K ﹤0.01% 1357
2025
Q3 		$12.1K Buy
+242
New +$12.4K ﹤0.01% 1373

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Root Financial Partners sold out of Academy Sports + Outdoors (ASO) in Q2 2026, closing a stake of 302 shares — an estimated $17K sold.

Root Financial Partners first reported a position in ASO in Q3 2025 and held it in 3 quarters. The position peaked at $17K in Q1 2026. 363 funds tracked by Wall St. Rank hold ASO as of Q2 2026.

  • Root Financial Partners reported no remaining Academy Sports + Outdoors position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 302 Academy Sports + Outdoors shares in Q2 2026, an estimated $17K.
  • Root Financial Partners first reported a position in Academy Sports + Outdoors in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Academy Sports + Outdoors position peaked at $17K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q2 2026.

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