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Root Financial Partners’s Perrigo PRGO Stock Holding History

Root Financial Partners’s Portfolio PRGO Stock Details PRGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-34
Closed -$365 – 2459
2026
Q1 		$365 Sell
34
-163
-83% -$2.11K ﹤0.01% 2971
2025
Q4 		$2.74K Sell
197
-87
-31% -$1.45K ﹤0.01% 1926
2025
Q3 		$6.33K Buy
+284
New +$6.94K ﹤0.01% 1632

Other funds holding PRGO

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Root Financial Partners sold out of Perrigo (PRGO) in Q2 2026, closing a stake of 34 shares — an estimated $365 sold.

Root Financial Partners first reported a position in PRGO in Q3 2025 and held it in 3 quarters. The position peaked at $6.33K in Q3 2025. 71 funds tracked by Wall St. Rank hold PRGO as of Q2 2026.

  • Root Financial Partners reported no remaining Perrigo position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 34 Perrigo shares in Q2 2026, an estimated $365.
  • Root Financial Partners first reported a position in Perrigo in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Perrigo position peaked at $6.33K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Perrigo as of Q2 2026.

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