Root Financial Partners
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Root Financial Partners’s Alkermes ALKS Stock Holding History

Root Financial Partners’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 		$24.6K Buy
+608
New +$29.6K ﹤0.01% 1447
2026
Q2 		– Sell
-526
Closed -$18.6K – 510
2026
Q1 		$18.6K Buy
526
+90
+21% +$2.79K ﹤0.01% 1356
2025
Q4 		$12.2K Buy
436
+85
+24% +$2.55K ﹤0.01% 1416
2025
Q3 		$10.5K Buy
+351
New +$9.9K ﹤0.01% 1435

Other funds holding ALKS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Alkermes (ALKS) in Q3 2026: 608 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALKS as recently as Q1 2026.

Root Financial Partners first reported a position in ALKS in Q3 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold ALKS as of Q3 2026.

  • Root Financial Partners held 608 shares of Alkermes worth $24.6K as of Q3 2026.
  • Alkermes was a new Root Financial Partners position in Q3 2026.
  • Alkermes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1447 holding.
  • Root Financial Partners first reported a position in Alkermes in Q3 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Alkermes as of Q3 2026.

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