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Root Financial Partners’s United States Lime & Minerals USLM Stock Holding History

Root Financial Partners’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75
Closed -$9.8K – 3044
2026
Q1 		$9.8K Buy
75
+20
+36% +$2.4K ﹤0.01% 1697
2025
Q4 		$6.59K Buy
55
+9
+20% +$1.12K ﹤0.01% 1670
2025
Q3 		$6.05K Buy
+46
New +$5.31K ﹤0.01% 1647

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 USLM Position: Q2 2026 in Review

Root Financial Partners sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 75 shares — an estimated $9.8K sold.

Root Financial Partners first reported a position in USLM in Q3 2025 and held it in 3 quarters. The position peaked at $9.8K in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Root Financial Partners reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 75 United States Lime & Minerals shares in Q2 2026, an estimated $9.8K.
  • Root Financial Partners first reported a position in United States Lime & Minerals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's United States Lime & Minerals position peaked at $9.8K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

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