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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
Q2 		$1K Sell
150
-1,500
-91% -$9.68K ﹤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% 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 $37.9B AUM 7.98% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Heritage Wealth Advisors's LCID Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Lucid Motors (LCID) stake by 91% in Q2 2026, selling an estimated $9.68K and leaving 150 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Heritage Wealth Advisors first reported a position in LCID in Q1 2021 and has held it in 22 quarters since. The position peaked at $152K in Q4 2021. 375 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Heritage Wealth Advisors held 150 shares of Lucid Motors worth $1K as of Q2 2026.
  • Heritage Wealth Advisors sold 1,500 Lucid Motors shares in Q2 2026, an estimated $9.68K.
  • Lucid Motors made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #655 holding.
  • Heritage Wealth Advisors first reported a position in Lucid Motors in Q1 2021 and has held it in 22 quarters since.
  • Heritage Wealth Advisors's Lucid Motors position peaked at $152K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.