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Root Financial Partners’s Integra LifeSciences IART Stock Holding History

Root Financial Partners’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160 Hold
17
– – ﹤0.01% 3196
2025
Q4 		$211 Buy
+17
New +$226 ﹤0.01% 2292

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PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's IART Position: Q1 2026 in Review

Root Financial Partners held its Integra LifeSciences (IART) position steady in Q1 2026 at 17 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Root Financial Partners first reported a position in IART in Q4 2025 and has held it in 2 quarters since. The position peaked at $211 in Q4 2025. 201 funds tracked by Wall St. Rank hold IART as of Q1 2026.

  • Root Financial Partners held 17 shares of Integra LifeSciences worth $160 as of Q1 2026.
  • Root Financial Partners left its Integra LifeSciences share count unchanged in Q1 2026.
  • Integra LifeSciences made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3196 holding.
  • Root Financial Partners first reported a position in Integra LifeSciences in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Integra LifeSciences position peaked at $211 in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Integra LifeSciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.