Root Financial Partners
ITGR icon

Root Financial Partners’s Integer Holdings ITGR Stock Holding History

Root Financial Partners’s Portfolio ITGR Stock Details ITGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.3K Buy
+121
New +$14K ﹤0.01% 1700
2026
Q2 		– Sell
-60
Closed -$5.28K – 1799
2026
Q1 		$5.28K Buy
60
+52
+650% +$4.43K ﹤0.01% 1931
2025
Q4 		$627 Sell
8
-73
-90% -$5.82K ﹤0.01% 2182
2025
Q3 		$8.37K Buy
+81
New +$8.81K ﹤0.01% 1523

Other funds holding ITGR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $33B AUM 30.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

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

Root Financial Partners opened a new position in Integer Holdings (ITGR) in Q3 2026: 121 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ITGR as recently as Q1 2026.

Root Financial Partners first reported a position in ITGR in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold ITGR as of Q3 2026.

  • Root Financial Partners held 121 shares of Integer Holdings worth $15.3K as of Q3 2026.
  • Integer Holdings was a new Root Financial Partners position in Q3 2026.
  • Integer Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1700 holding.
  • Root Financial Partners first reported a position in Integer Holdings in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Integer Holdings as of Q3 2026.

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