Root Financial Partners’s Ardelyx ARDX Stock Holding History

Root Financial Partners’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Buy	58,036 +497	+0.9%	+$3.03K	0.01%	290
2026 Q1	$345K	Hold	57,539	–	–	0.02%	226
2025 Q4	$335K	Hold	57,539	–	–	0.02%	216
2025 Q3	$317K	Hold	57,539	–	–	0.02%	207
2025 Q2	$226K	Hold	57,539	–	–	0.02%	229
2025 Q1	$283K	Hold	57,539	–	–	0.03%	164
2024 Q4	$292K	Hold	57,539	–	–	0.04%	158
2024 Q3	$396K	Buy	+57,539	New	+$340K	0.06%	106

Other funds holding ARDX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Root Financial Partners increased its Ardelyx (ARDX) stake by 0.86% in Q2 2026, buying an estimated $3.03K and bringing the position to 58,036 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #290.

Root Financial Partners first reported a position in ARDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $396K in Q3 2024. 250 funds tracked by Wall St. Rank hold ARDX as of Q2 2026.

Root Financial Partners held 58,036 shares of Ardelyx worth $296K as of Q2 2026.
Root Financial Partners bought 497 Ardelyx shares in Q2 2026, an estimated $3.03K.
Ardelyx made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #290 holding.
Root Financial Partners first reported a position in Ardelyx in Q3 2024 and has held it in 8 quarters since.
Root Financial Partners's Ardelyx position peaked at $396K in Q3 2024.
250 funds tracked by Wall St. Rank held Ardelyx as of Q2 2026.

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