Position in ALKS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$18,599
+$6,400 QoQ
Shares Held
526
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALKS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Root Financial Partners, LLC holds $593,224 across 33 Drug Manufacturers - Specialty & Generic names. ALKS ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
324 | $192,125 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
1,154 | $152,027 | |
| 3 | VTRS |
Viatris Inc
|
4,699 | $63,483 | |
| 4 | ELAN |
Elanco Animal Health Inc
|
1,948 | $46,615 | |
| 5 | ZTS |
Zoetis Inc.
|
258 | $30,498 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
714 | $21,505 | |
| 7 | ALKS |
Alkermes plc.
This page
|
526 | $18,599 | |
| 8 | HLN |
Haleon plc
|
1,663 | $16,646 |
All Filings in ALKS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,599 | 526 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,199 | 436 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,530 | 351 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||