Heritage Wealth Advisors
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Heritage Wealth Advisors’s Lucid Motors LCID Stock Holding History

Heritage Wealth Advisors’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-150
Closed -$1K – 426
2026
Q2 		$1K Sell
150
-1,500
-91% -$9.7K ﹤0.01% 655
2026
Q1 		$15.7K Hold
1,650
– – ﹤0.01% 473
2025
Q4 		$17.4K Hold
1,650
– – ﹤0.01% 416
2025
Q3 		$39.3K Hold
1,650
– – ﹤0.01% 322
2025
Q2 		$34.8K Buy
1,650
+500
+43% +$12K ﹤0.01% 326
2025
Q1 		$27.8K Hold
1,150
– – ﹤0.01% 346
2024
Q4 		$34.7K Hold
1,150
– – ﹤0.01% 345
2024
Q3 		$40.6K Hold
1,150
– – ﹤0.01% 345
2024
Q2 		$30K Hold
1,150
– – ﹤0.01% 353
2024
Q1 		$32.8K Buy
1,150
+400
+53% +$12.8K ﹤0.01% 366
2023
Q4 		$31.6K Hold
750
– – ﹤0.01% 374
2023
Q3 		$41.9K Hold
750
– – ﹤0.01% 315
2023
Q2 		$51.7K Hold
750
– – ﹤0.01% 322
2023
Q1 		$60.3K Buy
750
+300
+67% +$26.7K ﹤0.01% 297
2022
Q4 		$30.7K Hold
450
– – ﹤0.01% 372
2022
Q3 		$62.9K Hold
450
– – ﹤0.01% 282
2022
Q2 		$77K Hold
450
– – 0.01% 283
2022
Q1 		$114K Buy
450
+50
+13% +$14.9K 0.01% 240
2021
Q4 		$152K Buy
400
+50
+14% +$18.8K 0.01% 225
2021
Q3 		$88.8K Buy
350
+150
+75% +$34.8K 0.01% 262
2021
Q2 		$57.6K Hold
200
– – ﹤0.01% 312
2021
Q1 		$46.4K Buy
+200
New +$53.5K ﹤0.01% 340

Other funds holding LCID

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's LCID Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Lucid Motors (LCID) in Q3 2026, closing a stake of 150 shares — an estimated $1K sold.

Heritage Wealth Advisors first reported a position in LCID in Q1 2021 and held it in 22 quarters. The position peaked at $152K in Q4 2021. 229 funds tracked by Wall St. Rank hold LCID as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Lucid Motors position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 150 Lucid Motors shares in Q3 2026, an estimated $1K.
  • Heritage Wealth Advisors first reported a position in Lucid Motors in Q1 2021 and held it in 22 quarters.
  • Heritage Wealth Advisors's Lucid Motors position peaked at $152K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.