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Root Financial Partners’s Weatherford International WFRD Stock Holding History

Root Financial Partners’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-246
Closed -$23.3K – 3163
2026
Q1 		$23.3K Buy
246
+59
+32% +$5.55K ﹤0.01% 1233
2025
Q4 		$14.6K Buy
187
+131
+234% +$9.51K ﹤0.01% 1332
2025
Q3 		$3.83K Buy
+56
New +$3.33K ﹤0.01% 1812

Other funds holding WFRD

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Root Financial Partners sold out of Weatherford International (WFRD) in Q2 2026, closing a stake of 246 shares — an estimated $23.3K sold.

Root Financial Partners first reported a position in WFRD in Q3 2025 and held it in 3 quarters. The position peaked at $23.3K in Q1 2026. 428 funds tracked by Wall St. Rank hold WFRD as of Q2 2026.

  • Root Financial Partners reported no remaining Weatherford International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 246 Weatherford International shares in Q2 2026, an estimated $23.3K.
  • Root Financial Partners first reported a position in Weatherford International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Weatherford International position peaked at $23.3K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Weatherford International as of Q2 2026.

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