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Root Financial Partners’s Life Time Group Holdings LTH Stock Holding History

Root Financial Partners’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-625
Closed -$16.8K – 1990
2026
Q1 		$16.8K Buy
625
+151
+32% +$4.18K ﹤0.01% 1421
2025
Q4 		$12.6K Buy
474
+15
+3% +$390 ﹤0.01% 1402
2025
Q3 		$12.7K Buy
+459
New +$13.1K ﹤0.01% 1344

Other funds holding LTH

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Root Financial Partners sold out of Life Time Group Holdings (LTH) in Q2 2026, closing a stake of 625 shares — an estimated $16.8K sold.

Root Financial Partners first reported a position in LTH in Q3 2025 and held it in 3 quarters. The position peaked at $16.8K in Q1 2026. 83 funds tracked by Wall St. Rank hold LTH as of Q2 2026.

  • Root Financial Partners reported no remaining Life Time Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 625 Life Time Group Holdings shares in Q2 2026, an estimated $16.8K.
  • Root Financial Partners first reported a position in Life Time Group Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Life Time Group Holdings position peaked at $16.8K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2026.

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