Root Financial Partners
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Root Financial Partners’s Axalta AXTA Stock Holding History

Root Financial Partners’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.6K Buy
+1,013
New +$35K ﹤0.01% 1299
2026
Q2 		– Sell
-2,202
Closed -$61K – 669
2026
Q1 		$61K Buy
2,202
+1,648
+297% +$52.3K ﹤0.01% 782
2025
Q4 		$17.9K Hold
554
– – ﹤0.01% 1236
2025
Q3 		$15.9K Buy
+554
New +$16.7K ﹤0.01% 1230

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Axalta (AXTA) in Q3 2026: 1,013 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AXTA as recently as Q1 2026.

Root Financial Partners first reported a position in AXTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $61K in Q1 2026. 276 funds tracked by Wall St. Rank hold AXTA as of Q3 2026.

  • Root Financial Partners held 1,013 shares of Axalta worth $32.6K as of Q3 2026.
  • Axalta was a new Root Financial Partners position in Q3 2026.
  • Axalta made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1299 holding.
  • Root Financial Partners first reported a position in Axalta in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Axalta position peaked at $61K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Axalta as of Q3 2026.

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