Root Financial Partners
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Root Financial Partners’s Manitowoc MTW Stock Holding History

Root Financial Partners’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.88K Buy
+181
New +$3.19K ﹤0.01% 2324
2026
Q2 		– Sell
-44
Closed -$513 – 2131
2026
Q1 		$513 Buy
+44
New +$590 ﹤0.01% 2853

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IES Holdings
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Manitowoc (MTW) in Q3 2026: 181 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #2324 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTW as recently as Q1 2026.

Root Financial Partners first reported a position in MTW in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold MTW as of Q3 2026.

  • Root Financial Partners held 181 shares of Manitowoc worth $3.88K as of Q3 2026.
  • Manitowoc was a new Root Financial Partners position in Q3 2026.
  • Manitowoc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2324 holding.
  • Root Financial Partners first reported a position in Manitowoc in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Manitowoc as of Q3 2026.

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