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Root Financial Partners’s Ingevity NGVT Stock Holding History

Root Financial Partners’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-141
Closed -$10K – 2182
2026
Q1 		$10K Buy
141
+39
+38% +$2.67K ﹤0.01% 1685
2025
Q4 		$6.04K Buy
102
+15
+17% +$814 ﹤0.01% 1703
2025
Q3 		$4.8K Buy
+87
New +$4.53K ﹤0.01% 1743

Other funds holding NGVT

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Root Financial Partners sold out of Ingevity (NGVT) in Q2 2026, closing a stake of 141 shares — an estimated $10K sold.

Root Financial Partners first reported a position in NGVT in Q3 2025 and held it in 3 quarters. The position peaked at $10K in Q1 2026. 315 funds tracked by Wall St. Rank hold NGVT as of Q2 2026.

  • Root Financial Partners reported no remaining Ingevity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 141 Ingevity shares in Q2 2026, an estimated $10K.
  • Root Financial Partners first reported a position in Ingevity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ingevity position peaked at $10K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Ingevity as of Q2 2026.

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