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Root Financial Partners’s Celanese CE Stock Holding History

Root Financial Partners’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-269
Closed -$17.7K – 895
2026
Q1 		$17.7K Buy
269
+208
+341% +$10.9K ﹤0.01% 1391
2025
Q4 		$2.58K Hold
61
– – ﹤0.01% 1945
2025
Q3 		$2.57K Buy
+61
New +$3.04K ﹤0.01% 1916

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Root Financial Partners sold out of Celanese (CE) in Q2 2026, closing a stake of 269 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in CE in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 460 funds tracked by Wall St. Rank hold CE as of Q2 2026.

  • Root Financial Partners reported no remaining Celanese position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 269 Celanese shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Celanese in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Celanese position peaked at $17.7K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Celanese as of Q2 2026.

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