Root Financial Partners’s Myomo MYO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-26	Closed	-$18	–	2144
2026 Q1	$18	Buy	+26	New	+$21	﹤0.01%	3441

Other funds holding MYO

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

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

Root Financial Partners sold out of Myomo (MYO) in Q2 2026, closing a stake of 26 shares — an estimated $18 sold.

Root Financial Partners first reported a position in MYO in Q1 2026 and held it in 1 quarter. The position peaked at $18 in Q1 2026. 79 funds tracked by Wall St. Rank hold MYO as of Q2 2026.

Root Financial Partners reported no remaining Myomo position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 26 Myomo shares in Q2 2026, an estimated $18.
Root Financial Partners first reported a position in Myomo in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Myomo position peaked at $18 in Q1 2026.
79 funds tracked by Wall St. Rank held Myomo as of Q2 2026.

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