Root Financial Partners
KMB icon

Root Financial Partners’s Kimberly-Clark KMB Stock Holding History

Root Financial Partners’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231K Buy
+2,376
New +$254K 0.01% 392
2026
Q2 		– Sell
-847
Closed -$81.7K – 1890
2026
Q1 		$81.7K Buy
847
+127
+18% +$13K ﹤0.01% 648
2025
Q4 		$72.6K Sell
720
-111
-13% -$12.1K ﹤0.01% 582
2025
Q3 		$103K Buy
+831
New +$107K 0.01% 432

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's KMB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kimberly-Clark (KMB) in Q3 2026: 2,376 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KMB as recently as Q1 2026.

Root Financial Partners first reported a position in KMB in Q3 2025 and has held it in 4 quarters since. 1,453 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Root Financial Partners held 2,376 shares of Kimberly-Clark worth $231K as of Q3 2026.
  • Kimberly-Clark was a new Root Financial Partners position in Q3 2026.
  • Kimberly-Clark made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #392 holding.
  • Root Financial Partners first reported a position in Kimberly-Clark in Q3 2025 and has held it in 4 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.