Root Financial Partners
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Root Financial Partners’s Vital Farms VITL Stock Holding History

Root Financial Partners’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84 Buy
+9
New +$104 ﹤0.01% 3668
2026
Q2 		– Sell
-54
Closed -$762 – 3095
2026
Q1 		$762 Buy
54
+53
+5,300% +$1.25K ﹤0.01% 2705
2025
Q4 		$32 Buy
+1
New +$35 ﹤0.01% 2403

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

Root Financial Partners opened a new position in Vital Farms (VITL) in Q3 2026: 9 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VITL as recently as Q1 2026.

Root Financial Partners first reported a position in VITL in Q4 2025 and has held it in 3 quarters since. The position peaked at $762 in Q1 2026. 109 funds tracked by Wall St. Rank hold VITL as of Q3 2026.

  • Root Financial Partners held 9 shares of Vital Farms worth $84 as of Q3 2026.
  • Vital Farms was a new Root Financial Partners position in Q3 2026.
  • Vital Farms made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3668 holding.
  • Root Financial Partners first reported a position in Vital Farms in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Vital Farms position peaked at $762 in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Vital Farms as of Q3 2026.

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