Root Financial Partners
NOV icon

Root Financial Partners’s NOV NOV Stock Holding History

Root Financial Partners’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75.6K Buy
+4,039
New +$81.1K ﹤0.01% 883
2026
Q2 		– Sell
-1,937
Closed -$36.4K – 2208
2026
Q1 		$36.4K Buy
1,937
+552
+40% +$10.4K ﹤0.01% 1019
2025
Q4 		$21.6K Buy
1,385
+328
+31% +$4.87K ﹤0.01% 1147
2025
Q3 		$14K Buy
+1,057
New +$13.7K ﹤0.01% 1289

Other funds holding NOV

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Oldfield Partners
Oldfield Partners London, United Kingdom $428M AUM 32.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Root Financial Partners opened a new position in NOV (NOV) in Q3 2026: 4,039 shares worth $75.6K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NOV as recently as Q1 2026.

Root Financial Partners first reported a position in NOV in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold NOV as of Q3 2026.

  • Root Financial Partners held 4,039 shares of NOV worth $75.6K as of Q3 2026.
  • NOV was a new Root Financial Partners position in Q3 2026.
  • NOV made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #883 holding.
  • Root Financial Partners first reported a position in NOV in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held NOV as of Q3 2026.

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