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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Root Financial Partners sold out of Alkermes (ALKS) in Q2 2026, closing a stake of 526 shares — an estimated $18.6K sold.

Root Financial Partners first reported a position in ALKS in Q3 2025 and held it in 3 quarters. The position peaked at $18.6K in Q1 2026. 89 funds tracked by Wall St. Rank hold ALKS as of Q2 2026.

  • Root Financial Partners reported no remaining Alkermes position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 526 Alkermes shares in Q2 2026, an estimated $18.6K.
  • Root Financial Partners first reported a position in Alkermes in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alkermes position peaked at $18.6K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Alkermes as of Q2 2026.

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