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Root Financial Partners’s Repligen RGEN Stock Holding History

Root Financial Partners’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17
Closed -$2K – 2544
2026
Q1 		$2K Sell
17
-65
-79% -$9.08K ﹤0.01% 2319
2025
Q4 		$13.4K Buy
82
+25
+44% +$3.92K ﹤0.01% 1368
2025
Q3 		$7.62K Buy
+57
New +$6.92K ﹤0.01% 1558

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Root Financial Partners sold out of Repligen (RGEN) in Q2 2026, closing a stake of 17 shares — an estimated $2K sold.

Root Financial Partners first reported a position in RGEN in Q3 2025 and held it in 3 quarters. The position peaked at $13.4K in Q4 2025. 481 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • Root Financial Partners reported no remaining Repligen position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 17 Repligen shares in Q2 2026, an estimated $2K.
  • Root Financial Partners first reported a position in Repligen in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Repligen position peaked at $13.4K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

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