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Root Financial Partners’s Owens Corning OC Stock Holding History

Root Financial Partners’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-419
Closed -$45.3K – 2270
2026
Q1 		$45.3K Buy
419
+285
+213% +$34K ﹤0.01% 915
2025
Q4 		$15K Sell
134
-140
-51% -$16.4K ﹤0.01% 1317
2025
Q3 		$38.8K Buy
+274
New +$40.2K ﹤0.01% 773

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Root Financial Partners sold out of Owens Corning (OC) in Q2 2026, closing a stake of 419 shares — an estimated $45.3K sold.

Root Financial Partners first reported a position in OC in Q3 2025 and held it in 3 quarters. The position peaked at $45.3K in Q1 2026. 689 funds tracked by Wall St. Rank hold OC as of Q2 2026.

  • Root Financial Partners reported no remaining Owens Corning position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 419 Owens Corning shares in Q2 2026, an estimated $45.3K.
  • Root Financial Partners first reported a position in Owens Corning in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Owens Corning position peaked at $45.3K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

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