Root Financial Partners’s Anterix ATEX Stock Holding History

Root Financial Partners’s Portfolio ATEX Stock Details ATEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-47	Closed	-$1.79K	–	619
2026 Q1	$1.79K	Buy	+47	New	+$1.49K	﹤0.01%	2361

Other funds holding ATEX

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Root Financial Partners sold out of Anterix (ATEX) in Q2 2026, closing a stake of 47 shares — an estimated $1.79K sold.

Root Financial Partners first reported a position in ATEX in Q1 2026 and held it in 1 quarter. The position peaked at $1.79K in Q1 2026. 171 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

Root Financial Partners reported no remaining Anterix position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 47 Anterix shares in Q2 2026, an estimated $1.79K.
Root Financial Partners first reported a position in Anterix in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Anterix position peaked at $1.79K in Q1 2026.
171 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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