Fidelity Investments
LUNA

Fidelity Investments’s Luna Innovations Incorporated LUNA Stock Holding History

Fidelity Investments’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,678
Closed -$7.94K – 5810
2024
Q4 		$7.94K Buy
3,678
+1,093
+42% +$1.93K ﹤0.01% 4538
2024
Q3 		$6.08K Sell
2,585
-1,480
-36% -$3.79K ﹤0.01% 4574
2024
Q2 		$13K Buy
4,065
+2,696
+197% +$8K ﹤0.01% 4236
2024
Q1 		$4.39K Buy
1,369
+74
+6% +$471 ﹤0.01% 4544
2023
Q4 		$8.61K Buy
1,295
+188
+17% +$1.16K ﹤0.01% 4286
2023
Q3 		$6.49K Buy
1,107
+237
+27% +$1.79K ﹤0.01% 4262
2023
Q2 		$7.94K Buy
870
+27
+3% +$214 ﹤0.01% 4224
2023
Q1 		$6.06K Buy
+843
New +$7.44K ﹤0.01% 4324
2022
Q4 		– Sell
-69
Closed – – 5719
2022
Q3 		$0 Sell
69
-192
-74% -$1.1K ﹤0.01% 5661
2022
Q2 		$2K Sell
261
-64
-20% -$378 ﹤0.01% 4651
2022
Q1 		$3K Buy
+325
New +$2.34K ﹤0.01% 4619
2021
Q4 		– Sell
-134
Closed -$1K – 5250
2021
Q3 		$1K Sell
134
-294
-69% -$3.17K ﹤0.01% 4254
2021
Q2 		$5K Hold
428
– – ﹤0.01% 3749
2021
Q1 		$5K Sell
428
-117
-21% -$1.31K ﹤0.01% 3570
2020
Q4 		$5K Buy
+545
New +$4.35K ﹤0.01% 3461
2020
Q1 		– Sell
-50
Closed – – 4569
2019
Q4 		$0 Buy
+50
New +$330 ﹤0.01% 4535

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Fidelity Investments's LUNA Position: Q1 2025 in Review

Fidelity Investments sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 3,678 shares — an estimated $7.94K sold.

Fidelity Investments first reported a position in LUNA in Q4 2019 and held it in 16 quarters. The position peaked at $13K in Q2 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Fidelity Investments reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 3,678 Luna Innovations Incorporated shares in Q1 2025, an estimated $7.94K.
  • Fidelity Investments first reported a position in Luna Innovations Incorporated in Q4 2019 and held it in 16 quarters.
  • Fidelity Investments's Luna Innovations Incorporated position peaked at $13K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.