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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Root Financial Partners sold out of Lincoln Electric (LECO) in Q2 2026, closing a stake of 350 shares — an estimated $87.2K sold.

Root Financial Partners first reported a position in LECO in Q3 2025 and held it in 3 quarters. The position peaked at $87.2K in Q1 2026. 703 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Root Financial Partners reported no remaining Lincoln Electric position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 350 Lincoln Electric shares in Q2 2026, an estimated $87.2K.
  • Root Financial Partners first reported a position in Lincoln Electric in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lincoln Electric position peaked at $87.2K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

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