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Root Financial Partners’s VanEck Pharmaceutical ETF PPH Stock Holding History

Root Financial Partners’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$1.81K – 2503
2025
Q3 		$1.81K Buy
+20
New +$1.75K ﹤0.01% 1971

Other funds holding PPH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's PPH Position: Q4 2025 in Review

Root Financial Partners sold out of VanEck Pharmaceutical ETF (PPH) in Q4 2025, closing a stake of 20 shares — an estimated $1.81K sold.

Root Financial Partners first reported a position in PPH in Q3 2025 and held it in 1 quarter. The position peaked at $1.81K in Q3 2025. 146 funds tracked by Wall St. Rank hold PPH as of Q4 2025.

  • Root Financial Partners reported no remaining VanEck Pharmaceutical ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 20 VanEck Pharmaceutical ETF shares in Q4 2025, an estimated $1.81K.
  • Root Financial Partners first reported a position in VanEck Pharmaceutical ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's VanEck Pharmaceutical ETF position peaked at $1.81K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.