RFP
AVIR icon

Root Financial Partners’s Atea Pharmaceuticals AVIR Stock Holding History

Root Financial Partners’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-84
Closed -$452 – 645
2026
Q1 		$452 Buy
+84
New +$386 ﹤0.01% 2900

Other funds holding AVIR

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

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

Root Financial Partners sold out of Atea Pharmaceuticals (AVIR) in Q2 2026, closing a stake of 84 shares — an estimated $452 sold.

Root Financial Partners first reported a position in AVIR in Q1 2026 and held it in 1 quarter. The position peaked at $452 in Q1 2026. 22 funds tracked by Wall St. Rank hold AVIR as of Q2 2026.

  • Root Financial Partners reported no remaining Atea Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 84 Atea Pharmaceuticals shares in Q2 2026, an estimated $452.
  • Root Financial Partners first reported a position in Atea Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Atea Pharmaceuticals position peaked at $452 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q2 2026.

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