Root Financial Partners
HRTX icon

Root Financial Partners’s Heron Therapeutics HRTX Stock Holding History

Root Financial Partners’s Portfolio HRTX Stock Details HRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135 Buy
+432
New +$164 ﹤0.01% 3594
2026
Q2 		– Sell
-263
Closed -$210 – 1648
2026
Q1 		$210 Buy
+263
New +$305 ﹤0.01% 3138

Other funds holding HRTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Park Capital
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
JW Asset Management
JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
Searle & Co
Searle & Co Greenwich, Connecticut $419M AUM 36.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in Heron Therapeutics (HRTX) in Q3 2026: 432 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #3594 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HRTX as recently as Q1 2026.

Root Financial Partners first reported a position in HRTX in Q1 2026 and has held it in 2 quarters since. The position peaked at $210 in Q1 2026. 60 funds tracked by Wall St. Rank hold HRTX as of Q3 2026.

  • Root Financial Partners held 432 shares of Heron Therapeutics worth $135 as of Q3 2026.
  • Heron Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Heron Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3594 holding.
  • Root Financial Partners first reported a position in Heron Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Heron Therapeutics position peaked at $210 in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Heron Therapeutics as of Q3 2026.

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