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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Root Financial Partners's VUZI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Vuzix (VUZI) in Q1 2026: 19 shares worth $44. The stake represents ﹤0.01% of the portfolio and ranks #3392 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VUZI as recently as Q2 2025.

Root Financial Partners first reported a position in VUZI in Q4 2024 and has held it in 4 quarters since. The position peaked at $41.4K in Q4 2024. 114 funds tracked by Wall St. Rank hold VUZI as of Q1 2026.

  • Root Financial Partners held 19 shares of Vuzix worth $44 as of Q1 2026.
  • Vuzix was a new Root Financial Partners position in Q1 2026.
  • Vuzix made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3392 holding.
  • Root Financial Partners first reported a position in Vuzix in Q4 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Vuzix position peaked at $41.4K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Vuzix as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.