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 Q3	$197K	Sell	57,539 -497	-0.9%	-$2.13K	0.01%	448
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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners reduced its Ardelyx (ARDX) stake by 0.86% in Q3 2026, selling an estimated $2.13K and leaving 57,539 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #448.

Root Financial Partners first reported a position in ARDX in Q3 2024 and has held it in 9 quarters since. The position peaked at $396K in Q3 2024. 87 funds tracked by Wall St. Rank hold ARDX as of Q3 2026.

Root Financial Partners held 57,539 shares of Ardelyx worth $197K as of Q3 2026.
Root Financial Partners sold 497 Ardelyx shares in Q3 2026, an estimated $2.13K.
Ardelyx made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #448 holding.
Root Financial Partners first reported a position in Ardelyx in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Ardelyx position peaked at $396K in Q3 2024.
87 funds tracked by Wall St. Rank held Ardelyx as of Q3 2026.

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