Root Financial Partners’s Madison Square Garden MSGE Stock Holding History

Root Financial Partners’s Portfolio MSGE Stock Details MSGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-31	Closed	-$1.83K	–	2117
2026 Q1	$1.83K	Buy	31 +30	+3,000%	+$1.77K	﹤0.01%	2353
2025 Q4	$54	Hold	1	–	–	﹤0.01%	2377
2025 Q3	$45	Buy	+1	New	+$41	﹤0.01%	2271

Other funds holding MSGE

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starlite Capital Dallas, Texas $9.7B AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Root Financial Partners sold out of Madison Square Garden (MSGE) in Q2 2026, closing a stake of 31 shares — an estimated $1.83K sold.

Root Financial Partners first reported a position in MSGE in Q3 2025 and held it in 3 quarters. The position peaked at $1.83K in Q1 2026. 277 funds tracked by Wall St. Rank hold MSGE as of Q2 2026.

Root Financial Partners reported no remaining Madison Square Garden position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 31 Madison Square Garden shares in Q2 2026, an estimated $1.83K.
Root Financial Partners first reported a position in Madison Square Garden in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Madison Square Garden position peaked at $1.83K in Q1 2026.
277 funds tracked by Wall St. Rank held Madison Square Garden as of Q2 2026.

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