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Root Financial Partners’s Hyatt Hotels H Stock Holding History

Root Financial Partners’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-112
Closed -$16.1K – 1579
2026
Q1 		$16.1K Buy
112
+15
+15% +$2.38K ﹤0.01% 1441
2025
Q4 		$15.6K Buy
97
+18
+23% +$2.76K ﹤0.01% 1295
2025
Q3 		$11.2K Buy
+79
New +$11.3K ﹤0.01% 1410

Other funds holding H

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

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

Root Financial Partners sold out of Hyatt Hotels (H) in Q2 2026, closing a stake of 112 shares — an estimated $16.1K sold.

Root Financial Partners first reported a position in H in Q3 2025 and held it in 3 quarters. The position peaked at $16.1K in Q1 2026. 151 funds tracked by Wall St. Rank hold H as of Q2 2026.

  • Root Financial Partners reported no remaining Hyatt Hotels position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 112 Hyatt Hotels shares in Q2 2026, an estimated $16.1K.
  • Root Financial Partners first reported a position in Hyatt Hotels in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hyatt Hotels position peaked at $16.1K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2026.

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