Root Financial Partners’s Aeva Technologies AEVA Stock Holding History

Root Financial Partners’s Portfolio AEVA Stock Details AEVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$79	–	468
2026 Q1	$79	Buy	+6	New	+$89	﹤0.01%	3317

Other funds holding AEVA

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

CPX

Canaan Partners XI Menlo Park, California $127M AUM 217.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Root Financial Partners sold out of Aeva Technologies (AEVA) in Q2 2026, closing a stake of 6 shares — an estimated $79 sold.

Root Financial Partners first reported a position in AEVA in Q1 2026 and held it in 1 quarter. The position peaked at $79 in Q1 2026. 194 funds tracked by Wall St. Rank hold AEVA as of Q2 2026.

Root Financial Partners reported no remaining Aeva Technologies position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 6 Aeva Technologies shares in Q2 2026, an estimated $79.
Root Financial Partners first reported a position in Aeva Technologies in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Aeva Technologies position peaked at $79 in Q1 2026.
194 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2026.

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