HWA
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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
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% 373
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

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's LCID Position: Q1 2026 in Review

Heritage Wealth Advisors held its Lucid Motors (LCID) position steady in Q1 2026 at 1,650 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Heritage Wealth Advisors first reported a position in LCID in Q1 2021 and has held it in 21 quarters since. The position peaked at $152K in Q4 2021. 352 funds tracked by Wall St. Rank hold LCID as of Q1 2026.

  • Heritage Wealth Advisors held 1,650 shares of Lucid Motors worth $15.7K as of Q1 2026.
  • Heritage Wealth Advisors left its Lucid Motors share count unchanged in Q1 2026.
  • Lucid Motors made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • Heritage Wealth Advisors first reported a position in Lucid Motors in Q1 2021 and has held it in 21 quarters since.
  • Heritage Wealth Advisors's Lucid Motors position peaked at $152K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.