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Root Financial Partners’s Avient AVNT Stock Holding History

Root Financial Partners’s Portfolio AVNT Stock Details AVNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-315
Closed -$11.4K – 648
2026
Q1 		$11.4K Buy
315
+184
+140% +$6.82K ﹤0.01% 1616
2025
Q4 		$4.09K Sell
131
-90
-41% -$2.79K ﹤0.01% 1820
2025
Q3 		$7.28K Buy
+221
New +$7.69K ﹤0.01% 1576

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Root Financial Partners sold out of Avient (AVNT) in Q2 2026, closing a stake of 315 shares — an estimated $11.4K sold.

Root Financial Partners first reported a position in AVNT in Q3 2025 and held it in 3 quarters. The position peaked at $11.4K in Q1 2026. 347 funds tracked by Wall St. Rank hold AVNT as of Q2 2026.

  • Root Financial Partners reported no remaining Avient position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 Avient shares in Q2 2026, an estimated $11.4K.
  • Root Financial Partners first reported a position in Avient in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Avient position peaked at $11.4K in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Avient as of Q2 2026.

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