Root Financial Partners
CV icon

Root Financial Partners’s CapsoVision Inc CV Stock Holding History

Root Financial Partners’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$304 Buy
+47
New +$302 ﹤0.01% 3404
2026
Q2 		– Sell
-38
Closed -$277 – 3436
2026
Q1 		$277 Buy
+38
New +$224 ﹤0.01% 3070

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
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Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Root Financial Partners's CV Position: Q3 2026 in Review

Root Financial Partners opened a new position in CapsoVision Inc (CV) in Q3 2026: 47 shares worth $304. The stake represents ﹤0.01% of the portfolio and ranks #3404 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CV as recently as Q1 2026.

Root Financial Partners first reported a position in CV in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold CV as of Q3 2026.

  • Root Financial Partners held 47 shares of CapsoVision Inc worth $304 as of Q3 2026.
  • CapsoVision Inc was a new Root Financial Partners position in Q3 2026.
  • CapsoVision Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3404 holding.
  • Root Financial Partners first reported a position in CapsoVision Inc in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held CapsoVision Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.