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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return