Rothwell Investment Advisors, LLC’s Alkermes ALKS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+250	New	+$12.2K	0.01%	773

Other funds holding ALKS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

C WorldWide Group Copenhagen, Denmark $3.96B AUM 10.41% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ALKS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Alkermes (ALKS) in Q3 2026: 250 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings.

155 funds tracked by Wall St. Rank hold ALKS as of Q3 2026.

Rothwell Investment Advisors, LLC held 250 shares of Alkermes worth $10.1K as of Q3 2026.
Alkermes was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Alkermes made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #773 holding.
155 funds tracked by Wall St. Rank held Alkermes as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.