EverSource Wealth Advisors’s Intuitive Machines LUNR Stock Holding History

EverSource Wealth Advisors’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	$3.38K	Sell	158 -65	-29%	-$1.82K	﹤0.01%	3478
2026 Q1	$4.14K	Buy	223 +126	+130%	+$2.32K	﹤0.01%	3348
2025 Q4	$1.57K	Buy	97 +5	+5%	+$58	﹤0.01%	3580
2025 Q3	$968	Sell	92 -16	-15%	-$162	﹤0.01%	3769
2025 Q2	$1.17K	Buy	108 +54	+100%	+$528	﹤0.01%	3686
2025 Q1	$402	Buy	54 +40	+286%	+$629	﹤0.01%	3530
2024 Q4	$254	Buy	+14	New	+$155	﹤0.01%	3377

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

EverSource Wealth Advisors's LUNR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Intuitive Machines (LUNR) stake by 29% in Q2 2026, selling an estimated $1.82K and leaving 158 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3478.

EverSource Wealth Advisors first reported a position in LUNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.14K in Q1 2026. 328 funds tracked by Wall St. Rank hold LUNR as of Q2 2026.

EverSource Wealth Advisors held 158 shares of Intuitive Machines worth $3.38K as of Q2 2026.
EverSource Wealth Advisors sold 65 Intuitive Machines shares in Q2 2026, an estimated $1.82K.
Intuitive Machines made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3478 holding.
EverSource Wealth Advisors first reported a position in Intuitive Machines in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Intuitive Machines position peaked at $4.14K in Q1 2026.
328 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2026.

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