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Lord & Richards Wealth Management’s QuantumScape Corp QS Stock Holding History

Lord & Richards Wealth Management’s Portfolio QS Stock Details QS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$208 – 136
2025
Q1 		$208 Buy
+50
New +$247 ﹤0.01% 175

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Geode Capital Management
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Lord & Richards Wealth Management's QS Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of QuantumScape Corp (QS) in Q2 2025, closing a stake of 50 shares — an estimated $208 sold.

Lord & Richards Wealth Management first reported a position in QS in Q1 2025 and held it in 1 quarter. The position peaked at $208 in Q1 2025. 364 funds tracked by Wall St. Rank hold QS as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining QuantumScape Corp position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 50 QuantumScape Corp shares in Q2 2025, an estimated $208.
  • Lord & Richards Wealth Management first reported a position in QuantumScape Corp in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's QuantumScape Corp position peaked at $208 in Q1 2025.
  • 364 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.