Root Financial Partners’s Mattel MAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-775
Closed -$11.3K 2017
2026
Q1
$11.3K Sell
775
-223
-22% -$4.06K ﹤0.01% 1626
2025
Q4
$19.8K Buy
998
+186
+23% +$3.59K ﹤0.01% 1192
2025
Q3
$13.7K Buy
+812
New +$14.8K ﹤0.01% 1304

Other funds holding MAT

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

Root Financial Partners sold out of Mattel (MAT) in Q2 2026, closing a stake of 775 shares — an estimated $11.3K sold.

Root Financial Partners first reported a position in MAT in Q3 2025 and held it in 3 quarters. The position peaked at $19.8K in Q4 2025. 106 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • Root Financial Partners reported no remaining Mattel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 775 Mattel shares in Q2 2026, an estimated $11.3K.
  • Root Financial Partners first reported a position in Mattel in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mattel position peaked at $19.8K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

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