Accel Wealth Management
LTRX icon

Accel Wealth Management’s Lantronix LTRX Stock Holding History

Accel Wealth Management’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$173K Hold
24,000
– – 0.04% 299
2026
Q2 		$141K Hold
24,000
– – 0.03% 299
2026
Q1 		$126K Hold
24,000
– – 0.03% 283
2025
Q4 		$141K Sell
24,000
-200
-0.8% -$1.04K 0.04% 276
2025
Q3 		$111K Buy
+24,200
New +$89.5K 0.03% 274

Other funds holding LTRX

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Accel Wealth Management's LTRX Position: Q3 2026 in Review

Accel Wealth Management held its Lantronix (LTRX) position steady in Q3 2026 at 24,000 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #299.

Accel Wealth Management first reported a position in LTRX in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold LTRX as of Q3 2026.

  • Accel Wealth Management held 24,000 shares of Lantronix worth $173K as of Q3 2026.
  • Accel Wealth Management left its Lantronix share count unchanged in Q3 2026.
  • Lantronix made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Accel Wealth Management first reported a position in Lantronix in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Lantronix as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.