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Root Financial Partners’s Minerals Technologies MTX Stock Holding History

Root Financial Partners’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-204
Closed -$14.5K – 2132
2026
Q1 		$14.5K Buy
204
+105
+106% +$7.22K ﹤0.01% 1505
2025
Q4 		$6.03K Sell
99
-14
-12% -$829 ﹤0.01% 1704
2025
Q3 		$7.02K Buy
+113
New +$6.89K ﹤0.01% 1590

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Root Financial Partners sold out of Minerals Technologies (MTX) in Q2 2026, closing a stake of 204 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in MTX in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • Root Financial Partners reported no remaining Minerals Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 204 Minerals Technologies shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in Minerals Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Minerals Technologies position peaked at $14.5K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

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