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Root Financial Partners’s Uranium Energy UEC Stock Holding History

Root Financial Partners’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-413
Closed -$5.58K – 3010
2026
Q1 		$5.58K Sell
413
-164
-28% -$2.53K ﹤0.01% 1913
2025
Q4 		$6.74K Sell
577
-19
-3% -$249 ﹤0.01% 1660
2025
Q3 		$7.95K Buy
+596
New +$5.96K ﹤0.01% 1545

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VanEck Associates
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Vanguard Portfolio Management
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Norges Bank
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
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Root Financial Partners's UEC Position: Q2 2026 in Review

Root Financial Partners sold out of Uranium Energy (UEC) in Q2 2026, closing a stake of 413 shares — an estimated $5.58K sold.

Root Financial Partners first reported a position in UEC in Q3 2025 and held it in 3 quarters. The position peaked at $7.95K in Q3 2025. 404 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Root Financial Partners reported no remaining Uranium Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 413 Uranium Energy shares in Q2 2026, an estimated $5.58K.
  • Root Financial Partners first reported a position in Uranium Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Uranium Energy position peaked at $7.95K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

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