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Bogart Wealth LLC’s Intuitive Machines LUNR Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.33K Hold
62
– – ﹤0.01% 1551
2026
Q1 		$1.15K Buy
+62
New +$1.14K ﹤0.01% 1409
2025
Q3 		– Sell
-500
Closed -$5.43K – 1572
2025
Q2 		$5.43K Hold
500
– – ﹤0.01% 924
2025
Q1 		$3.73K Buy
+500
New +$7.86K ﹤0.01% 957

Other funds holding LUNR

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bogart Wealth LLC's LUNR Position: Q2 2026 in Review

Bogart Wealth LLC held its Intuitive Machines (LUNR) position steady in Q2 2026 at 62 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Bogart Wealth LLC first reported a position in LUNR in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.43K in Q2 2025. 328 funds tracked by Wall St. Rank hold LUNR as of Q2 2026.

  • Bogart Wealth LLC held 62 shares of Intuitive Machines worth $1.33K as of Q2 2026.
  • Bogart Wealth LLC left its Intuitive Machines share count unchanged in Q2 2026.
  • Intuitive Machines made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1551 holding.
  • Bogart Wealth LLC first reported a position in Intuitive Machines in Q1 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Intuitive Machines position peaked at $5.43K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.