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Root Financial Partners’s Wingstop WING Stock Holding History

Root Financial Partners’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-45
Closed -$6.97K – 3169
2026
Q1 		$6.97K Buy
45
+15
+50% +$3.6K ﹤0.01% 1817
2025
Q4 		$7.16K Sell
30
-5
-14% -$1.24K ﹤0.01% 1640
2025
Q3 		$8.81K Buy
+35
New +$10.9K ﹤0.01% 1502

Other funds holding WING

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Root Financial Partners sold out of Wingstop (WING) in Q2 2026, closing a stake of 45 shares — an estimated $6.97K sold.

Root Financial Partners first reported a position in WING in Q3 2025 and held it in 3 quarters. The position peaked at $8.81K in Q3 2025. 425 funds tracked by Wall St. Rank hold WING as of Q2 2026.

  • Root Financial Partners reported no remaining Wingstop position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 Wingstop shares in Q2 2026, an estimated $6.97K.
  • Root Financial Partners first reported a position in Wingstop in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wingstop position peaked at $8.81K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Wingstop as of Q2 2026.

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