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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
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

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's KMB Position: Q1 2026 in Review

Root Financial Partners increased its Kimberly-Clark (KMB) stake by 18% in Q1 2026, buying an estimated $13K and bringing the position to 847 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Root Financial Partners first reported a position in KMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $103K in Q3 2025. 1,644 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Root Financial Partners held 847 shares of Kimberly-Clark worth $81.7K as of Q1 2026.
  • Root Financial Partners bought 127 Kimberly-Clark shares in Q1 2026, an estimated $13K.
  • Kimberly-Clark made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #648 holding.
  • Root Financial Partners first reported a position in Kimberly-Clark in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Kimberly-Clark position peaked at $103K in Q3 2025.
  • 1,644 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.