Root Financial Partners
LHX icon

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
Q3 		$132K Sell
559
-352
-39% -$95.8K ﹤0.01% 602
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Root Financial Partners reduced its L3Harris (LHX) stake by 39% in Q3 2026, selling an estimated $95.8K and leaving 559 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Root Financial Partners first reported a position in LHX in Q3 2025 and has held it in 5 quarters since. The position peaked at $265K in Q2 2026. 892 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Root Financial Partners held 559 shares of L3Harris worth $132K as of Q3 2026.
  • Root Financial Partners sold 352 L3Harris shares in Q3 2026, an estimated $95.8K.
  • L3Harris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #602 holding.
  • Root Financial Partners first reported a position in L3Harris in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's L3Harris position peaked at $265K in Q2 2026.
  • 892 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

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