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Integrated Wealth Concepts’s Lucid Motors LCID Stock Holding History

Integrated Wealth Concepts’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 		$129K Buy
+19,269
New +$124K ﹤0.01% 2290
2025
Q3 		– Sell
-2,091
Closed -$44.1K – 2041
2025
Q2 		$44.1K Buy
2,091
+779
+59% +$18.6K ﹤0.01% 1867
2025
Q1 		$31.8K Sell
1,312
-63
-5% -$1.69K ﹤0.01% 1713
2024
Q4 		$41.5K Sell
1,375
-578
-30% -$15K ﹤0.01% 1690
2024
Q3 		$68.9K Sell
1,953
-212
-10% -$7.39K ﹤0.01% 1627
2024
Q2 		$56.5K Sell
2,165
-8
-0.4% -$214 ﹤0.01% 1605
2024
Q1 		$61.9K Buy
2,173
+11
+0.5% +$351 ﹤0.01% 1609
2023
Q4 		$91K Sell
2,162
-128
-6% -$5.75K ﹤0.01% 1530
2023
Q3 		$128K Sell
2,290
-327
-12% -$21.2K ﹤0.01% 1466
2023
Q2 		$180K Buy
2,617
+558
+27% +$39.8K ﹤0.01% 1441
2023
Q1 		$166K Buy
2,059
+439
+27% +$39K ﹤0.01% 1237
2022
Q4 		$111K Sell
1,620
-328
-17% -$36.1K ﹤0.01% 987
2022
Q3 		$272K Sell
1,948
-167
-8% -$28.9K 0.01% 765
2022
Q2 		$363K Buy
2,115
+356
+20% +$67.7K 0.01% 694
2022
Q1 		$447K Buy
1,759
+64
+4% +$19.1K 0.01% 603
2021
Q4 		$645K Buy
1,695
+86
+5% +$32.4K 0.02% 556
2021
Q3 		$408K Buy
+1,609
New +$373K 0.01% 624

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

Integrated Wealth Concepts's LCID Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Lucid Motors (LCID) in Q2 2026: 19,269 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #2290 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LCID as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in LCID in Q3 2021 and has held it in 17 quarters since. The position peaked at $645K in Q4 2021. 376 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Integrated Wealth Concepts held 19,269 shares of Lucid Motors worth $129K as of Q2 2026.
  • Lucid Motors was a new Integrated Wealth Concepts position in Q2 2026.
  • Lucid Motors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2290 holding.
  • Integrated Wealth Concepts first reported a position in Lucid Motors in Q3 2021 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Lucid Motors position peaked at $645K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.