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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

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 372 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.
  • 372 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.