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Root Financial Partners’s Outset Medical OM Stock Holding History

Root Financial Partners’s Portfolio OM Stock Details OM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-181
Closed -$695 – 2291
2026
Q1 		$695 Buy
+181
New +$742 ﹤0.01% 2748

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MAM
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Wealth Enhancement Advisory Services
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EWA
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Root Financial Partners sold out of Outset Medical (OM) in Q2 2026, closing a stake of 181 shares — an estimated $695 sold.

Root Financial Partners first reported a position in OM in Q1 2026 and held it in 1 quarter. The position peaked at $695 in Q1 2026. 18 funds tracked by Wall St. Rank hold OM as of Q2 2026.

  • Root Financial Partners reported no remaining Outset Medical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 181 Outset Medical shares in Q2 2026, an estimated $695.
  • Root Financial Partners first reported a position in Outset Medical in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Outset Medical position peaked at $695 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Outset Medical as of Q2 2026.

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