Root Financial Partners
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Root Financial Partners’s Intuitive Machines LUNR Stock Holding History

Root Financial Partners’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11K Buy
+148
New +$2.29K ﹤0.01% 2619
2026
Q2 		– Sell
-8
Closed -$148 – 1995
2026
Q1 		$148 Buy
+8
New +$147 ﹤0.01% 3214

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

Root Financial Partners opened a new position in Intuitive Machines (LUNR) in Q3 2026: 148 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #2619 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LUNR as recently as Q1 2026.

Root Financial Partners first reported a position in LUNR in Q1 2026 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold LUNR as of Q3 2026.

  • Root Financial Partners held 148 shares of Intuitive Machines worth $2.11K as of Q3 2026.
  • Intuitive Machines was a new Root Financial Partners position in Q3 2026.
  • Intuitive Machines made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2619 holding.
  • Root Financial Partners first reported a position in Intuitive Machines in Q1 2026 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Intuitive Machines as of Q3 2026.

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