Concord Wealth Partners’s Intuitive Machines LUNR Stock Holding History

Concord Wealth Partners’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	$3.53K	Buy	+165	New	+$4.63K	﹤0.01%	700
2026 Q1	–	Sell	-165	Closed	-$2.68K	–	545
2025 Q4	$2.68K	Buy	165 +45	+38%	+$521	﹤0.01%	687
2025 Q3	$1.26K	Hold	120	–	–	﹤0.01%	730
2025 Q2	$1.3K	Hold	120	–	–	﹤0.01%	748
2025 Q1	$894	Buy	120 +80	+200%	+$1.26K	﹤0.01%	737
2024 Q4	$726	Hold	40	–	–	﹤0.01%	832
2024 Q3	$322	Hold	40	–	–	﹤0.01%	914
2024 Q2	$132	Buy	+40	New	+$199	﹤0.01%	803

Other funds holding LUNR

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Concord Wealth Partners's LUNR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Intuitive Machines (LUNR) in Q2 2026: 165 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LUNR as recently as Q4 2025.

Concord Wealth Partners first reported a position in LUNR in Q2 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold LUNR as of Q2 2026.

Concord Wealth Partners held 165 shares of Intuitive Machines worth $3.53K as of Q2 2026.
Intuitive Machines was a new Concord Wealth Partners position in Q2 2026.
Intuitive Machines made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #700 holding.
Concord Wealth Partners first reported a position in Intuitive Machines in Q2 2024 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.