Root Financial Partners
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Root Financial Partners’s Mesa Laboratories MLAB Stock Holding History

Root Financial Partners’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9K Buy
+76
New +$8.62K ﹤0.01% 1917
2026
Q2 		– Sell
-74
Closed -$6.54K – 2080
2026
Q1 		$6.54K Buy
+74
New +$6.38K ﹤0.01% 1846

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Raymond James Financial
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Arrowstreet Capital
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Mesa Laboratories (MLAB) in Q3 2026: 76 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MLAB as recently as Q1 2026.

Root Financial Partners first reported a position in MLAB in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold MLAB as of Q3 2026.

  • Root Financial Partners held 76 shares of Mesa Laboratories worth $9.9K as of Q3 2026.
  • Mesa Laboratories was a new Root Financial Partners position in Q3 2026.
  • Mesa Laboratories made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1917 holding.
  • Root Financial Partners first reported a position in Mesa Laboratories in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Mesa Laboratories as of Q3 2026.

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