Root Financial Partners
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Root Financial Partners’s Lincoln Electric LECO Stock Holding History

Root Financial Partners’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.7K Buy
+237
New +$63.2K ﹤0.01% 968
2026
Q2 		– Sell
-350
Closed -$87.2K – 1945
2026
Q1 		$87.2K Buy
350
+190
+119% +$50.8K ﹤0.01% 622
2025
Q4 		$38.4K Buy
160
+30
+23% +$7.11K ﹤0.01% 832
2025
Q3 		$30.7K Buy
+130
New +$30.4K ﹤0.01% 878

Other funds holding LECO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Root Financial Partners opened a new position in Lincoln Electric (LECO) in Q3 2026: 237 shares worth $62.7K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LECO as recently as Q1 2026.

Root Financial Partners first reported a position in LECO in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.2K in Q1 2026. 608 funds tracked by Wall St. Rank hold LECO as of Q3 2026.

  • Root Financial Partners held 237 shares of Lincoln Electric worth $62.7K as of Q3 2026.
  • Lincoln Electric was a new Root Financial Partners position in Q3 2026.
  • Lincoln Electric made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #968 holding.
  • Root Financial Partners first reported a position in Lincoln Electric in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Lincoln Electric position peaked at $87.2K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2026.

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