Rooted Wealth Advisors’s Conagra Brands CAG Stock Holding History

Rooted Wealth Advisors’s Portfolio CAG Stock Details CAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,178	Closed	-$333K	–	129
2025 Q2	$333K	Buy	+17,178	New	+$403K	0.12%	82

Other funds holding CAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rooted Wealth Advisors's CAG Position: Q3 2025 in Review

Rooted Wealth Advisors sold out of Conagra Brands (CAG) in Q3 2025, closing a stake of 17,178 shares — an estimated $333K sold.

Rooted Wealth Advisors first reported a position in CAG in Q2 2025 and held it in 1 quarter. The position peaked at $333K in Q2 2025. 772 funds tracked by Wall St. Rank hold CAG as of Q3 2025.

Rooted Wealth Advisors reported no remaining Conagra Brands position as of Q3 2025 after selling out during the quarter.
Rooted Wealth Advisors sold 17,178 Conagra Brands shares in Q3 2025, an estimated $333K.
Rooted Wealth Advisors first reported a position in Conagra Brands in Q2 2025 and held it in 1 quarter.
Rooted Wealth Advisors's Conagra Brands position peaked at $333K in Q2 2025.
772 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2025.

Based on Rooted Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.