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Root Financial Partners’s Vulcan Materials VMC Stock Holding History

Root Financial Partners’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-360
Closed -$98K – 3101
2026
Q1 		$98K Buy
360
+67
+23% +$19.7K ﹤0.01% 571
2025
Q4 		$83.6K Buy
293
+96
+49% +$28.2K ﹤0.01% 531
2025
Q3 		$60.6K Buy
+197
New +$55.9K ﹤0.01% 607

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Root Financial Partners sold out of Vulcan Materials (VMC) in Q2 2026, closing a stake of 360 shares — an estimated $98K sold.

Root Financial Partners first reported a position in VMC in Q3 2025 and held it in 3 quarters. The position peaked at $98K in Q1 2026. 1,065 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • Root Financial Partners reported no remaining Vulcan Materials position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 360 Vulcan Materials shares in Q2 2026, an estimated $98K.
  • Root Financial Partners first reported a position in Vulcan Materials in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vulcan Materials position peaked at $98K in Q1 2026.
  • 1,065 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

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