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Root Financial Partners’s L3Harris LHX Stock Holding History

Root Financial Partners’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
911
+277
+44% +$88K 0.01% 315
2026
Q1 		$219K Buy
634
+263
+71% +$91.9K 0.01% 313
2025
Q4 		$109K Buy
371
+39
+12% +$11.3K 0.01% 439
2025
Q3 		$101K Buy
+332
New +$90.8K 0.01% 445

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Root Financial Partners increased its L3Harris (LHX) stake by 44% in Q2 2026, buying an estimated $88K and bringing the position to 911 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #315.

Root Financial Partners first reported a position in LHX in Q3 2025 and has held it in 4 quarters since. 1,694 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Root Financial Partners held 911 shares of L3Harris worth $265K as of Q2 2026.
  • Root Financial Partners bought 277 L3Harris shares in Q2 2026, an estimated $88K.
  • L3Harris made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #315 holding.
  • Root Financial Partners first reported a position in L3Harris in Q3 2025 and has held it in 4 quarters since.
  • 1,694 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

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