Root Financial Partners’s CeriBell Inc CBLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22	Closed	-$403	–	3368
2026 Q1	$403	Hold	22	–	–	﹤0.01%	2943
2025 Q4	$482	Buy	+22	New	+$341	﹤0.01%	2213

Other funds holding CBLL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

RTM

Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCM Capital Shawnee, Kansas $618M AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Root Financial Partners sold out of CeriBell Inc (CBLL) in Q2 2026, closing a stake of 22 shares — an estimated $403 sold.

Root Financial Partners first reported a position in CBLL in Q4 2025 and held it in 2 quarters. The position peaked at $482 in Q4 2025. 122 funds tracked by Wall St. Rank hold CBLL as of Q2 2026.

Root Financial Partners reported no remaining CeriBell Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 22 CeriBell Inc shares in Q2 2026, an estimated $403.
Root Financial Partners first reported a position in CeriBell Inc in Q4 2025 and held it in 2 quarters.
Root Financial Partners's CeriBell Inc position peaked at $482 in Q4 2025.
122 funds tracked by Wall St. Rank held CeriBell Inc as of Q2 2026.

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