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Root Financial Partners’s TG Therapeutics TGTX Stock Holding History

Root Financial Partners’s Portfolio TGTX Stock Details TGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-91
Closed -$3.02K – 2905
2026
Q1 		$3.02K Buy
91
+42
+86% +$1.25K ﹤0.01% 2154
2025
Q4 		$1.46K Buy
49
+43
+717% +$1.4K ﹤0.01% 2039
2025
Q3 		$217 Buy
+6
New +$198 ﹤0.01% 2206

Other funds holding TGTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Root Financial Partners sold out of TG Therapeutics (TGTX) in Q2 2026, closing a stake of 91 shares — an estimated $3.02K sold.

Root Financial Partners first reported a position in TGTX in Q3 2025 and held it in 3 quarters. The position peaked at $3.02K in Q1 2026. 429 funds tracked by Wall St. Rank hold TGTX as of Q2 2026.

  • Root Financial Partners reported no remaining TG Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 91 TG Therapeutics shares in Q2 2026, an estimated $3.02K.
  • Root Financial Partners first reported a position in TG Therapeutics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TG Therapeutics position peaked at $3.02K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held TG Therapeutics as of Q2 2026.

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