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Root Financial Partners’s Leidos LDOS Stock Holding History

Root Financial Partners’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-953
Closed -$148K – 1943
2026
Q1 		$148K Sell
953
-258
-21% -$46.3K 0.01% 421
2025
Q4 		$218K Buy
1,211
+600
+98% +$114K 0.01% 282
2025
Q3 		$115K Buy
+611
New +$106K 0.01% 399

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Invesco
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Root Financial Partners sold out of Leidos (LDOS) in Q2 2026, closing a stake of 953 shares — an estimated $148K sold.

Root Financial Partners first reported a position in LDOS in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q4 2025. 771 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Root Financial Partners reported no remaining Leidos position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 953 Leidos shares in Q2 2026, an estimated $148K.
  • Root Financial Partners first reported a position in Leidos in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Leidos position peaked at $218K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

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