Root Financial Partners
MSGE icon

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
Q3 		$9.7K Buy
+121
New +$9.48K ﹤0.01% 1928
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

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Root Financial Partners opened a new position in Madison Square Garden (MSGE) in Q3 2026: 121 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSGE as recently as Q1 2026.

Root Financial Partners first reported a position in MSGE in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold MSGE as of Q3 2026.

  • Root Financial Partners held 121 shares of Madison Square Garden worth $9.7K as of Q3 2026.
  • Madison Square Garden was a new Root Financial Partners position in Q3 2026.
  • Madison Square Garden made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1928 holding.
  • Root Financial Partners first reported a position in Madison Square Garden in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Madison Square Garden as of Q3 2026.

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