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Root Financial Partners’s Kodiak Sciences KOD Stock Holding History

Root Financial Partners’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$724 – 1900
2026
Q1 		$724 Buy
+19
New +$491 ﹤0.01% 2732

Other funds holding KOD

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RAG
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Root Financial Partners sold out of Kodiak Sciences (KOD) in Q2 2026, closing a stake of 19 shares — an estimated $724 sold.

Root Financial Partners first reported a position in KOD in Q1 2026 and held it in 1 quarter. The position peaked at $724 in Q1 2026. 30 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

  • Root Financial Partners reported no remaining Kodiak Sciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Kodiak Sciences shares in Q2 2026, an estimated $724.
  • Root Financial Partners first reported a position in Kodiak Sciences in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Kodiak Sciences position peaked at $724 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

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