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Root Financial Partners’s TriSalus Life Sciences TLSI Stock Holding History

Root Financial Partners’s Portfolio TLSI Stock Details TLSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12
Closed -$48 – 2927
2026
Q1 		$48 Buy
+12
New +$59 ﹤0.01% 3383

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

Root Financial Partners sold out of TriSalus Life Sciences (TLSI) in Q2 2026, closing a stake of 12 shares — an estimated $48 sold.

Root Financial Partners first reported a position in TLSI in Q1 2026 and held it in 1 quarter. The position peaked at $48 in Q1 2026. 78 funds tracked by Wall St. Rank hold TLSI as of Q2 2026.

  • Root Financial Partners reported no remaining TriSalus Life Sciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 TriSalus Life Sciences shares in Q2 2026, an estimated $48.
  • Root Financial Partners first reported a position in TriSalus Life Sciences in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's TriSalus Life Sciences position peaked at $48 in Q1 2026.
  • 78 funds tracked by Wall St. Rank held TriSalus Life Sciences as of Q2 2026.

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