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Root Financial Partners’s Denali Therapeutics DNLI Stock Holding History

Root Financial Partners’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's DNLI Position: Q1 2026 in Review

Root Financial Partners increased its Denali Therapeutics (DNLI) stake by 88% in Q1 2026, buying an estimated $1.75K and bringing the position to 188 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Root Financial Partners first reported a position in DNLI in Q3 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold DNLI as of Q1 2026.

  • Root Financial Partners held 188 shares of Denali Therapeutics worth $3.61K as of Q1 2026.
  • Root Financial Partners bought 88 Denali Therapeutics shares in Q1 2026, an estimated $1.75K.
  • Denali Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2073 holding.
  • Root Financial Partners first reported a position in Denali Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Denali Therapeutics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.