Lodestone Wealth Management’s Ferrari RACE Stock Holding History

Lodestone Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$739	–	810
2025 Q4	$739	Buy	+2	New	+$800	﹤0.01%	754

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lodestone Wealth Management's RACE Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Ferrari (RACE) in Q1 2026, closing a stake of 2 shares — an estimated $739 sold.

Lodestone Wealth Management first reported a position in RACE in Q4 2025 and held it in 1 quarter. The position peaked at $739 in Q4 2025. 716 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

Lodestone Wealth Management reported no remaining Ferrari position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 2 Ferrari shares in Q1 2026, an estimated $739.
Lodestone Wealth Management first reported a position in Ferrari in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Ferrari position peaked at $739 in Q4 2025.
716 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.