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Holistic Financial Partners’s L3Harris LHX Stock Holding History

Holistic Financial Partners’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-711
Closed -$217K – 142
2025
Q3 		$217K Buy
+711
New +$194K 0.09% 125

Other funds holding LHX

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Financial Partners's LHX Position: Q4 2025 in Review

Holistic Financial Partners sold out of L3Harris (LHX) in Q4 2025, closing a stake of 711 shares — an estimated $217K sold.

Holistic Financial Partners first reported a position in LHX in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

  • Holistic Financial Partners reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 711 L3Harris shares in Q4 2025, an estimated $217K.
  • Holistic Financial Partners first reported a position in L3Harris in Q3 2025 and held it in 1 quarter.
  • Holistic Financial Partners's L3Harris position peaked at $217K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on Holistic Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.