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Root Financial Partners’s Hormel Foods HRL Stock Holding History

Root Financial Partners’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,495
Closed -$33.9K – 1645
2026
Q1 		$33.9K Buy
1,495
+895
+149% +$21.4K ﹤0.01% 1049
2025
Q4 		$14.2K Sell
600
-185
-24% -$4.32K ﹤0.01% 1344
2025
Q3 		$19.4K Buy
+785
New +$21.7K ﹤0.01% 1134

Other funds holding HRL

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Vanguard Capital Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners sold out of Hormel Foods (HRL) in Q2 2026, closing a stake of 1,495 shares — an estimated $33.9K sold.

Root Financial Partners first reported a position in HRL in Q3 2025 and held it in 3 quarters. The position peaked at $33.9K in Q1 2026. 623 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Root Financial Partners reported no remaining Hormel Foods position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,495 Hormel Foods shares in Q2 2026, an estimated $33.9K.
  • Root Financial Partners first reported a position in Hormel Foods in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hormel Foods position peaked at $33.9K in Q1 2026.
  • 623 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

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