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Bernard Wealth Management’s Intuitive Machines LUNR Stock Holding History

Bernard Wealth Management’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
2025
Q2 		– Sell
-150
Closed -$1.12K – 360
2025
Q1 		$1.12K Sell
150
-50
-25% -$786 ﹤0.01% 346
2024
Q4 		$3.63K Buy
+200
New +$2.22K ﹤0.01% 251

Other funds holding LUNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bernard Wealth Management's LUNR Position: Q2 2025 in Review

Bernard Wealth Management sold out of Intuitive Machines (LUNR) in Q2 2025, closing a stake of 150 shares — an estimated $1.12K sold.

Bernard Wealth Management first reported a position in LUNR in Q4 2024 and held it in 2 quarters. The position peaked at $3.63K in Q4 2024. 225 funds tracked by Wall St. Rank hold LUNR as of Q2 2025.

  • Bernard Wealth Management reported no remaining Intuitive Machines position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 150 Intuitive Machines shares in Q2 2025, an estimated $1.12K.
  • Bernard Wealth Management first reported a position in Intuitive Machines in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's Intuitive Machines position peaked at $3.63K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.