Root Financial Partners
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Root Financial Partners’s Oric Pharmaceuticals ORIC Stock Holding History

Root Financial Partners’s Portfolio ORIC Stock Details ORIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.99K Buy
+222
New +$2.76K ﹤0.01% 2451
2026
Q2 		– Sell
-17
Closed -$215 – 2318
2026
Q1 		$215 Buy
+17
New +$193 ﹤0.01% 3136

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Oric Pharmaceuticals (ORIC) in Q3 2026: 222 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #2451 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORIC as recently as Q1 2026.

Root Financial Partners first reported a position in ORIC in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold ORIC as of Q3 2026.

  • Root Financial Partners held 222 shares of Oric Pharmaceuticals worth $2.99K as of Q3 2026.
  • Oric Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Oric Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2451 holding.
  • Root Financial Partners first reported a position in Oric Pharmaceuticals in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Oric Pharmaceuticals as of Q3 2026.

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