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Root Financial Partners’s Unisys UIS Stock Holding History

Root Financial Partners’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-324
Closed -$671 – 3020
2026
Q1 		$671 Buy
+324
New +$813 ﹤0.01% 2760

Other funds holding UIS

KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

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

Root Financial Partners sold out of Unisys (UIS) in Q2 2026, closing a stake of 324 shares — an estimated $671 sold.

Root Financial Partners first reported a position in UIS in Q1 2026 and held it in 1 quarter. The position peaked at $671 in Q1 2026. 29 funds tracked by Wall St. Rank hold UIS as of Q2 2026.

  • Root Financial Partners reported no remaining Unisys position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 324 Unisys shares in Q2 2026, an estimated $671.
  • Root Financial Partners first reported a position in Unisys in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Unisys position peaked at $671 in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Unisys as of Q2 2026.

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