Root Financial Partners
VUZI icon

Root Financial Partners’s Vuzix VUZI Stock Holding History

Root Financial Partners’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78 Buy
+28
New +$73 ﹤0.01% 3677
2026
Q2 		– Sell
-19
Closed -$44 – 3136
2026
Q1 		$44 Buy
+19
New +$52 ﹤0.01% 3392
2025
Q3 		– Sell
-10,500
Closed -$30.7K – 2299
2025
Q2 		$30.7K Hold
10,500
– – ﹤0.01% 251
2025
Q1 		$21.4K Hold
10,500
– – ﹤0.01% 208
2024
Q4 		$41.4K Buy
+10,500
New +$21.5K 0.01% 211

Other funds holding VUZI

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Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SFE Investment Counsel
SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in Vuzix (VUZI) in Q3 2026: 28 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #3677 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VUZI as recently as Q1 2026.

Root Financial Partners first reported a position in VUZI in Q4 2024 and has held it in 5 quarters since. The position peaked at $41.4K in Q4 2024. 18 funds tracked by Wall St. Rank hold VUZI as of Q3 2026.

  • Root Financial Partners held 28 shares of Vuzix worth $78 as of Q3 2026.
  • Vuzix was a new Root Financial Partners position in Q3 2026.
  • Vuzix made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3677 holding.
  • Root Financial Partners first reported a position in Vuzix in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Vuzix position peaked at $41.4K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Vuzix as of Q3 2026.

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