Root Financial Partners
INV icon

Root Financial Partners’s Innventure Inc INV Stock Holding History

Root Financial Partners’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.5K Sell
44,434
-51
-0.1% -$121 ﹤0.01% 1423
2026
Q2 		$226K Hold
44,485
– – 0.01% 360
2026
Q1 		$174K Buy
+44,485
New +$157K 0.01% 365

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

Root Financial Partners reduced its Innventure Inc (INV) stake by 0.11% in Q3 2026, selling an estimated $121 and leaving 44,434 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Root Financial Partners first reported a position in INV in Q1 2026 and has held it in 3 quarters since. The position peaked at $226K in Q2 2026. 30 funds tracked by Wall St. Rank hold INV as of Q3 2026.

  • Root Financial Partners held 44,434 shares of Innventure Inc worth $25.5K as of Q3 2026.
  • Root Financial Partners sold 51 Innventure Inc shares in Q3 2026, an estimated $121.
  • Innventure Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1423 holding.
  • Root Financial Partners first reported a position in Innventure Inc in Q1 2026 and has held it in 3 quarters since.
  • Root Financial Partners's Innventure Inc position peaked at $226K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Innventure Inc as of Q3 2026.

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