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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
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Root Financial Partners sold out of Vuzix (VUZI) in Q2 2026, closing a stake of 19 shares — an estimated $44 sold.

Root Financial Partners first reported a position in VUZI in Q4 2024 and held it in 4 quarters. The position peaked at $41.4K in Q4 2024. 126 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • Root Financial Partners reported no remaining Vuzix position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 19 Vuzix shares in Q2 2026, an estimated $44.
  • Root Financial Partners first reported a position in Vuzix in Q4 2024 and held it in 4 quarters.
  • Root Financial Partners's Vuzix position peaked at $41.4K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

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