Root Financial Partners
LDOS icon

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
Q3 		$106K Buy
+869
New +$109K ﹤0.01% 714
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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Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Root Financial Partners's LDOS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Leidos (LDOS) in Q3 2026: 869 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LDOS as recently as Q1 2026.

Root Financial Partners first reported a position in LDOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $218K in Q4 2025. 675 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

  • Root Financial Partners held 869 shares of Leidos worth $106K as of Q3 2026.
  • Leidos was a new Root Financial Partners position in Q3 2026.
  • Leidos made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #714 holding.
  • Root Financial Partners first reported a position in Leidos in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Leidos position peaked at $218K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.