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Root Financial Partners’s H.B. Fuller FUL Stock Holding History

Root Financial Partners’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8K Buy
256
+61
+31% +$3.74K ﹤0.01% 1454
2025
Q4 		$11.6K Buy
195
+87
+81% +$5.11K ﹤0.01% 1436
2025
Q3 		$6.4K Buy
+108
New +$6.49K ﹤0.01% 1626

Other funds holding FUL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's FUL Position: Q1 2026 in Review

Root Financial Partners increased its H.B. Fuller (FUL) stake by 31% in Q1 2026, buying an estimated $3.74K and bringing the position to 256 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Root Financial Partners first reported a position in FUL in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold FUL as of Q1 2026.

  • Root Financial Partners held 256 shares of H.B. Fuller worth $15.8K as of Q1 2026.
  • Root Financial Partners bought 61 H.B. Fuller shares in Q1 2026, an estimated $3.74K.
  • H.B. Fuller made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1454 holding.
  • Root Financial Partners first reported a position in H.B. Fuller in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.