Root Financial Partners
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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
Q3 		$129K Buy
+628
New +$124K ﹤0.01% 611
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 +$5.32K ﹤0.01% 1630

Other funds holding RVMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Revolution Medicines (RVMD) in Q3 2026: 628 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RVMD as recently as Q1 2026.

Root Financial Partners first reported a position in RVMD in Q3 2025 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold RVMD as of Q3 2026.

  • Root Financial Partners held 628 shares of Revolution Medicines worth $129K as of Q3 2026.
  • Revolution Medicines was a new Root Financial Partners position in Q3 2026.
  • Revolution Medicines made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #611 holding.
  • Root Financial Partners first reported a position in Revolution Medicines in Q3 2025 and has held it in 4 quarters since.
  • 490 funds tracked by Wall St. Rank held Revolution Medicines as of Q3 2026.

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