Root Financial Partners
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Root Financial Partners’s Martin Marietta Materials MLM Stock Holding History

Root Financial Partners’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61.4K Buy
+128
New +$68.6K ﹤0.01% 976
2026
Q2 		– Sell
-92
Closed -$54.2K – 2083
2026
Q1 		$54.2K Sell
92
-10
-10% -$6.38K ﹤0.01% 846
2025
Q4 		$63.5K Buy
102
+14
+16% +$8.71K ﹤0.01% 623
2025
Q3 		$55.5K Buy
+88
New +$52.4K ﹤0.01% 637

Other funds holding MLM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Martin Marietta Materials (MLM) in Q3 2026: 128 shares worth $61.4K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MLM as recently as Q1 2026.

Root Financial Partners first reported a position in MLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.5K in Q4 2025. 846 funds tracked by Wall St. Rank hold MLM as of Q3 2026.

  • Root Financial Partners held 128 shares of Martin Marietta Materials worth $61.4K as of Q3 2026.
  • Martin Marietta Materials was a new Root Financial Partners position in Q3 2026.
  • Martin Marietta Materials made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #976 holding.
  • Root Financial Partners first reported a position in Martin Marietta Materials in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Martin Marietta Materials position peaked at $63.5K in Q4 2025.
  • 846 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q3 2026.

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