RFP
SI

Root Financial Partners’s Shoulder Innovations Inc SI Stock Holding History

Root Financial Partners’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$102 – 3444
2026
Q1 		$102 Buy
+7
New +$97 ﹤0.01% 3280

Other funds holding SI

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Shoulder Innovations Inc (SI) in Q2 2026, closing a stake of 7 shares — an estimated $102 sold.

Root Financial Partners first reported a position in SI in Q1 2026 and held it in 1 quarter. The position peaked at $102 in Q1 2026. 71 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Root Financial Partners reported no remaining Shoulder Innovations Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 7 Shoulder Innovations Inc shares in Q2 2026, an estimated $102.
  • Root Financial Partners first reported a position in Shoulder Innovations Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Shoulder Innovations Inc position peaked at $102 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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