Root Financial Partners’s Invivyd IVVD Stock Holding History

Root Financial Partners’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$216	Buy	+248	New	+$196	﹤0.01%	3486

Other funds holding IVVD

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Invivyd (IVVD) in Q3 2026: 248 shares worth $216. The stake represents ﹤0.01% of the portfolio and ranks #3486 among its holdings.

12 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Root Financial Partners held 248 shares of Invivyd worth $216 as of Q3 2026.
Invivyd was a new Root Financial Partners position in Q3 2026.
Invivyd made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3486 holding.
12 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

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