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Root Financial Partners’s Ichor Holdings ICHR Stock Holding History

Root Financial Partners’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14
Closed -$653 – 1706
2026
Q1 		$653 Buy
+14
New +$544 ﹤0.01% 2774

Other funds holding ICHR

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Root Financial Partners sold out of Ichor Holdings (ICHR) in Q2 2026, closing a stake of 14 shares — an estimated $653 sold.

Root Financial Partners first reported a position in ICHR in Q1 2026 and held it in 1 quarter. The position peaked at $653 in Q1 2026. 69 funds tracked by Wall St. Rank hold ICHR as of Q2 2026.

  • Root Financial Partners reported no remaining Ichor Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 14 Ichor Holdings shares in Q2 2026, an estimated $653.
  • Root Financial Partners first reported a position in Ichor Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ichor Holdings position peaked at $653 in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Ichor Holdings as of Q2 2026.

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