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Root Financial Partners’s James Hardie Industries JHX Stock Holding History

Root Financial Partners’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$1.19K – 1844
2026
Q1 		$1.19K Buy
63
+20
+47% +$450 ﹤0.01% 2533
2025
Q4 		$892 Sell
43
-15
-26% -$301 ﹤0.01% 2123
2025
Q3 		$1.11K Buy
+58
New +$1.39K ﹤0.01% 2037

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

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

Root Financial Partners sold out of James Hardie Industries (JHX) in Q2 2026, closing a stake of 63 shares — an estimated $1.19K sold.

Root Financial Partners first reported a position in JHX in Q3 2025 and held it in 3 quarters. The position peaked at $1.19K in Q1 2026. 341 funds tracked by Wall St. Rank hold JHX as of Q2 2026.

  • Root Financial Partners reported no remaining James Hardie Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 63 James Hardie Industries shares in Q2 2026, an estimated $1.19K.
  • Root Financial Partners first reported a position in James Hardie Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's James Hardie Industries position peaked at $1.19K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2026.

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