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Root Financial Partners’s Revolution Medicines RVMD Stock Holding History

Root Financial Partners’s Portfolio RVMD Stock Details RVMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-212
Closed -$20.6K – 2610
2026
Q1 		$20.6K Buy
212
+4
+2% +$404 ﹤0.01% 1313
2025
Q4 		$16.6K Buy
208
+72
+53% +$4.72K ﹤0.01% 1271
2025
Q3 		$6.35K Buy
+136
New +$5.33K ﹤0.01% 1630

Other funds holding RVMD

CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Root Financial Partners sold out of Revolution Medicines (RVMD) in Q2 2026, closing a stake of 212 shares — an estimated $20.6K sold.

Root Financial Partners first reported a position in RVMD in Q3 2025 and held it in 3 quarters. The position peaked at $20.6K in Q1 2026. 172 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Root Financial Partners reported no remaining Revolution Medicines position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 212 Revolution Medicines shares in Q2 2026, an estimated $20.6K.
  • Root Financial Partners first reported a position in Revolution Medicines in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Revolution Medicines position peaked at $20.6K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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