Root Financial Partners
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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
Q3 		$9.34K Buy
+215
New +$10.6K ﹤0.01% 1944
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's ATMU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Atmus Filtration Technologies (ATMU) in Q3 2026: 215 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #1944 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATMU as recently as Q1 2026.

Root Financial Partners first reported a position in ATMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.8K in Q1 2026. 136 funds tracked by Wall St. Rank hold ATMU as of Q3 2026.

  • Root Financial Partners held 215 shares of Atmus Filtration Technologies worth $9.34K as of Q3 2026.
  • Atmus Filtration Technologies was a new Root Financial Partners position in Q3 2026.
  • Atmus Filtration Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1944 holding.
  • Root Financial Partners first reported a position in Atmus Filtration Technologies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Atmus Filtration Technologies position peaked at $13.8K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.