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Cape Investment Advisory’s Intuitive Machines LUNR Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-200
Closed -$2.17K – 1037
2025
Q2 		$2.17K Buy
+200
New +$1.96K ﹤0.01% 926

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Cape Investment Advisory's LUNR Position: Q3 2025 in Review

Cape Investment Advisory sold out of Intuitive Machines (LUNR) in Q3 2025, closing a stake of 200 shares — an estimated $2.17K sold.

Cape Investment Advisory first reported a position in LUNR in Q2 2025 and held it in 1 quarter. The position peaked at $2.17K in Q2 2025. 230 funds tracked by Wall St. Rank hold LUNR as of Q3 2025.

  • Cape Investment Advisory reported no remaining Intuitive Machines position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 200 Intuitive Machines shares in Q3 2025, an estimated $2.17K.
  • Cape Investment Advisory first reported a position in Intuitive Machines in Q2 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Intuitive Machines position peaked at $2.17K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Intuitive Machines as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.