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Root Financial Partners’s Atkore ATKR Stock Holding History

Root Financial Partners’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155
Closed -$9.13K – 621
2026
Q1 		$9.13K Buy
155
+57
+58% +$3.71K ﹤0.01% 1720
2025
Q4 		$6.2K Buy
98
+19
+24% +$1.24K ﹤0.01% 1695
2025
Q3 		$4.96K Buy
+79
New +$5.15K ﹤0.01% 1728

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Dimensional Fund Advisors
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LSV Asset Management
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State Street
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Geode Capital Management
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Root Financial Partners sold out of Atkore (ATKR) in Q2 2026, closing a stake of 155 shares — an estimated $9.13K sold.

Root Financial Partners first reported a position in ATKR in Q3 2025 and held it in 3 quarters. The position peaked at $9.13K in Q1 2026. 325 funds tracked by Wall St. Rank hold ATKR as of Q2 2026.

  • Root Financial Partners reported no remaining Atkore position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 Atkore shares in Q2 2026, an estimated $9.13K.
  • Root Financial Partners first reported a position in Atkore in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Atkore position peaked at $9.13K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Atkore as of Q2 2026.

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