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Root Financial Partners’s Methanex MEOH Stock Holding History

Root Financial Partners’s Portfolio MEOH Stock Details MEOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Sell
4,434
-203
-4% -$12K 0.01% 394
2026
Q1 		$276K Sell
4,637
-1,263
-21% -$63.6K 0.01% 264
2025
Q4 		$234K Buy
+5,900
New +$219K 0.01% 266

Other funds holding MEOH

MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Root Financial Partners reduced its Methanex (MEOH) stake by 4.4% in Q2 2026, selling an estimated $12K and leaving 4,434 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #394.

Root Financial Partners first reported a position in MEOH in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 211 funds tracked by Wall St. Rank hold MEOH as of Q2 2026.

  • Root Financial Partners held 4,434 shares of Methanex worth $205K as of Q2 2026.
  • Root Financial Partners sold 203 Methanex shares in Q2 2026, an estimated $12K.
  • Methanex made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #394 holding.
  • Root Financial Partners first reported a position in Methanex in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Methanex position peaked at $276K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Methanex as of Q2 2026.

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