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 Q2	–	Sell	-38	Closed	-$277	–	3436
2026 Q1	$277	Buy	+38	New	+$224	﹤0.01%	3070

Other funds holding CV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Root Financial Partners sold out of CapsoVision Inc (CV) in Q2 2026, closing a stake of 38 shares — an estimated $277 sold.

Root Financial Partners first reported a position in CV in Q1 2026 and held it in 1 quarter. The position peaked at $277 in Q1 2026. 49 funds tracked by Wall St. Rank hold CV as of Q2 2026.

Root Financial Partners reported no remaining CapsoVision Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 38 CapsoVision Inc shares in Q2 2026, an estimated $277.
Root Financial Partners first reported a position in CapsoVision Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's CapsoVision Inc position peaked at $277 in Q1 2026.
49 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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