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Root Financial Partners’s Fastenal FAST Stock Holding History

Root Financial Partners’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,340
Closed -$109K – 1318
2026
Q1 		$109K Buy
2,340
+415
+22% +$18.6K 0.01% 532
2025
Q4 		$77.2K Sell
1,925
-836
-30% -$35.2K ﹤0.01% 559
2025
Q3 		$135K Buy
+2,761
New +$130K 0.01% 352

Other funds holding FAST

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Root Financial Partners sold out of Fastenal (FAST) in Q2 2026, closing a stake of 2,340 shares — an estimated $109K sold.

Root Financial Partners first reported a position in FAST in Q3 2025 and held it in 3 quarters. The position peaked at $135K in Q3 2025. 1,459 funds tracked by Wall St. Rank hold FAST as of Q2 2026.

  • Root Financial Partners reported no remaining Fastenal position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,340 Fastenal shares in Q2 2026, an estimated $109K.
  • Root Financial Partners first reported a position in Fastenal in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fastenal position peaked at $135K in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Fastenal as of Q2 2026.

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