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Root Financial Partners’s O-I Glass OI Stock Holding History

Root Financial Partners’s Portfolio OI Stock Details OI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-468
Closed -$4.92K – 2281
2026
Q1 		$4.92K Sell
468
-189
-29% -$2.6K ﹤0.01% 1966
2025
Q4 		$9.7K Buy
657
+138
+27% +$1.83K ﹤0.01% 1504
2025
Q3 		$6.73K Buy
+519
New +$7.08K ﹤0.01% 1605

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of O-I Glass (OI) in Q2 2026, closing a stake of 468 shares — an estimated $4.92K sold.

Root Financial Partners first reported a position in OI in Q3 2025 and held it in 3 quarters. The position peaked at $9.7K in Q4 2025. 307 funds tracked by Wall St. Rank hold OI as of Q2 2026.

  • Root Financial Partners reported no remaining O-I Glass position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 468 O-I Glass shares in Q2 2026, an estimated $4.92K.
  • Root Financial Partners first reported a position in O-I Glass in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's O-I Glass position peaked at $9.7K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held O-I Glass as of Q2 2026.

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