Root Financial Partners
SI icon

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
Q3 		$189 Buy
+10
New +$205 ﹤0.01% 3525
2026
Q2 		– Sell
-7
Closed -$102 – 3444
2026
Q1 		$102 Buy
+7
New +$97 ﹤0.01% 3280

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Roubaix Capital
Roubaix Capital Denver, Colorado $253M AUM 28.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in Shoulder Innovations Inc (SI) in Q3 2026: 10 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #3525 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SI as recently as Q1 2026.

Root Financial Partners first reported a position in SI in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold SI as of Q3 2026.

  • Root Financial Partners held 10 shares of Shoulder Innovations Inc worth $189 as of Q3 2026.
  • Shoulder Innovations Inc was a new Root Financial Partners position in Q3 2026.
  • Shoulder Innovations Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3525 holding.
  • Root Financial Partners first reported a position in Shoulder Innovations Inc in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q3 2026.

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