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Root Financial Partners’s Atmus Filtration Technologies ATMU Stock Holding History

Root Financial Partners’s Portfolio ATMU Stock Details ATMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-243
Closed -$13.8K – 624
2026
Q1 		$13.8K Buy
243
+34
+16% +$2.01K ﹤0.01% 1532
2025
Q4 		$10.8K Buy
209
+29
+16% +$1.4K ﹤0.01% 1462
2025
Q3 		$8.12K Buy
+180
New +$7.55K ﹤0.01% 1536

Other funds holding ATMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Root Financial Partners sold out of Atmus Filtration Technologies (ATMU) in Q2 2026, closing a stake of 243 shares — an estimated $13.8K sold.

Root Financial Partners first reported a position in ATMU in Q3 2025 and held it in 3 quarters. The position peaked at $13.8K in Q1 2026. 335 funds tracked by Wall St. Rank hold ATMU as of Q2 2026.

  • Root Financial Partners reported no remaining Atmus Filtration Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 243 Atmus Filtration Technologies shares in Q2 2026, an estimated $13.8K.
  • Root Financial Partners first reported a position in Atmus Filtration Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Atmus Filtration Technologies position peaked at $13.8K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q2 2026.

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