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Root Financial Partners’s AB InBev BUD Stock Holding History

Root Financial Partners’s Portfolio BUD Stock Details BUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-118
Closed -$8.19K – 820
2026
Q1 		$8.19K Sell
118
-120
-50% -$8.66K ﹤0.01% 1758
2025
Q4 		$15.2K Sell
238
-34
-13% -$2.11K ﹤0.01% 1307
2025
Q3 		$16.2K Buy
+272
New +$17.1K ﹤0.01% 1221

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Root Financial Partners sold out of AB InBev (BUD) in Q2 2026, closing a stake of 118 shares — an estimated $8.19K sold.

Root Financial Partners first reported a position in BUD in Q3 2025 and held it in 3 quarters. The position peaked at $16.2K in Q3 2025. 615 funds tracked by Wall St. Rank hold BUD as of Q2 2026.

  • Root Financial Partners reported no remaining AB InBev position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 118 AB InBev shares in Q2 2026, an estimated $8.19K.
  • Root Financial Partners first reported a position in AB InBev in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AB InBev position peaked at $16.2K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held AB InBev as of Q2 2026.

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