Root Financial Partners
GHC icon

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
Q3 		$26.1K Buy
+23
New +$26.8K ﹤0.01% 1410
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Root Financial Partners opened a new position in Graham Holdings Company (GHC) in Q3 2026: 23 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GHC as recently as Q1 2026.

Root Financial Partners first reported a position in GHC in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold GHC as of Q3 2026.

  • Root Financial Partners held 23 shares of Graham Holdings Company worth $26.1K as of Q3 2026.
  • Graham Holdings Company was a new Root Financial Partners position in Q3 2026.
  • Graham Holdings Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1410 holding.
  • Root Financial Partners first reported a position in Graham Holdings Company in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Graham Holdings Company as of Q3 2026.

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