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

Root Financial Partners’s Portfolio MSGS Stock Details MSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47
Closed -$15.1K – 2118
2026
Q1 		$15.1K Buy
47
+9
+24% +$2.68K ﹤0.01% 1477
2025
Q4 		$9.83K Buy
38
+8
+27% +$1.82K ﹤0.01% 1500
2025
Q3 		$6.81K Buy
+30
New +$6.15K ﹤0.01% 1599

Other funds holding MSGS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return
IIL
Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Root Financial Partners sold out of Madison Square Garden (MSGS) in Q2 2026, closing a stake of 47 shares — an estimated $15.1K sold.

Root Financial Partners first reported a position in MSGS in Q3 2025 and held it in 3 quarters. The position peaked at $15.1K in Q1 2026. 109 funds tracked by Wall St. Rank hold MSGS 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 47 Madison Square Garden shares in Q2 2026, an estimated $15.1K.
  • 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 $15.1K in Q1 2026.
  • 109 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.