Root Financial Partners’s Denali Therapeutics DNLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$8.45K Buy
+409
New +$9.6K ﹤0.01% 1995
2026
Q2
– Sell
-188
Closed -$3.61K – 1138
2026
Q1
$3.61K Buy
188
+88
+88% +$1.75K ﹤0.01% 2073
2025
Q4
$1.65K Buy
100
+30
+43% +$506 ﹤0.01% 2021
2025
Q3
$1.02K Buy
+70
New +$1.01K ﹤0.01% 2054

Other funds holding DNLI

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

Root Financial Partners opened a new position in Denali Therapeutics (DNLI) in Q3 2026: 409 shares worth $8.45K. The stake represents ﹤0.01% of the portfolio and ranks #1995 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DNLI as recently as Q1 2026.

Root Financial Partners first reported a position in DNLI in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold DNLI as of Q3 2026.

  • Root Financial Partners held 409 shares of Denali Therapeutics worth $8.45K as of Q3 2026.
  • Denali Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Denali Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1995 holding.
  • Root Financial Partners first reported a position in Denali Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Denali Therapeutics as of Q3 2026.

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