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Root Financial Partners’s Graham Holdings Company GHC Stock Holding History

Root Financial Partners’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$22.2K – 1511
2026
Q1 		$22.2K Buy
21
+4
+24% +$4.41K ﹤0.01% 1259
2025
Q4 		$18.7K Buy
17
+3
+21% +$3.21K ﹤0.01% 1221
2025
Q3 		$16.5K Buy
+14
New +$14.5K ﹤0.01% 1214

Other funds holding GHC

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MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Root Financial Partners sold out of Graham Holdings Company (GHC) in Q2 2026, closing a stake of 21 shares — an estimated $22.2K sold.

Root Financial Partners first reported a position in GHC in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2026. 338 funds tracked by Wall St. Rank hold GHC as of Q2 2026.

  • Root Financial Partners reported no remaining Graham Holdings Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Graham Holdings Company shares in Q2 2026, an estimated $22.2K.
  • Root Financial Partners first reported a position in Graham Holdings Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Graham Holdings Company position peaked at $22.2K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2026.

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