Root Financial Partners’s 3M MMM Stock Holding History

Root Financial Partners’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Buy	2,229 +166	+8%	+$25.2K	0.01%	249
2026 Q1	$300K	Buy	2,063 +34	+2%	+$5.41K	0.01%	249
2025 Q4	$325K	Buy	2,029 +89	+5%	+$14.6K	0.02%	222
2025 Q3	$301K	Buy	1,940 +475	+32%	+$73.2K	0.02%	212
2025 Q2	$223K	Buy	+1,465	New	+$209K	0.02%	230

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners increased its 3M (MMM) stake by 8% in Q2 2026, buying an estimated $25.2K and bringing the position to 2,229 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #249.

Root Financial Partners first reported a position in MMM in Q2 2025 and has held it in 5 quarters since. 2,238 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Root Financial Partners held 2,229 shares of 3M worth $361K as of Q2 2026.
Root Financial Partners bought 166 3M shares in Q2 2026, an estimated $25.2K.
3M made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #249 holding.
Root Financial Partners first reported a position in 3M in Q2 2025 and has held it in 5 quarters since.
2,238 funds tracked by Wall St. Rank held 3M as of Q2 2026.

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