Root Financial Partners’s Kopin KOPN Stock Holding History

Root Financial Partners’s Portfolio KOPN Stock Details KOPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-49	Closed	-$110	–	1903
2026 Q1	$110	Buy	+49	New	+$119	﹤0.01%	3262

Other funds holding KOPN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Root Financial Partners sold out of Kopin (KOPN) in Q2 2026, closing a stake of 49 shares — an estimated $110 sold.

Root Financial Partners first reported a position in KOPN in Q1 2026 and held it in 1 quarter. The position peaked at $110 in Q1 2026. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

Root Financial Partners reported no remaining Kopin position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 49 Kopin shares in Q2 2026, an estimated $110.
Root Financial Partners first reported a position in Kopin in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Kopin position peaked at $110 in Q1 2026.
201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

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