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Root Financial Partners’s Forum Energy Technologies FET Stock Holding History

Root Financial Partners’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-87
Closed -$5.1K – 1354
2026
Q1 		$5.1K Buy
+87
New +$4.42K ﹤0.01% 1952

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Acadian Asset Management
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American Century Companies
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Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
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Root Financial Partners's FET Position: Q2 2026 in Review

Root Financial Partners sold out of Forum Energy Technologies (FET) in Q2 2026, closing a stake of 87 shares — an estimated $5.1K sold.

Root Financial Partners first reported a position in FET in Q1 2026 and held it in 1 quarter. The position peaked at $5.1K in Q1 2026. 161 funds tracked by Wall St. Rank hold FET as of Q2 2026.

  • Root Financial Partners reported no remaining Forum Energy Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 87 Forum Energy Technologies shares in Q2 2026, an estimated $5.1K.
  • Root Financial Partners first reported a position in Forum Energy Technologies in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Forum Energy Technologies position peaked at $5.1K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2026.

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