MWM
LAZR

MorganRosel Wealth Management’s Luminar Technologies LAZR Stock Holding History

MorganRosel Wealth Management’s Portfolio LAZR Stock Details LAZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13
Closed -$37 – 243
2025
Q2 		$37 Hold
13
– – ﹤0.01% 355
2025
Q1 		$70 Buy
+13
New +$79 ﹤0.01% 348

Other funds holding LAZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
MCM
Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MorganRosel Wealth Management's LAZR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Luminar Technologies (LAZR) in Q3 2025, closing a stake of 13 shares — an estimated $37 sold.

MorganRosel Wealth Management first reported a position in LAZR in Q1 2025 and held it in 2 quarters. The position peaked at $70 in Q1 2025. 133 funds tracked by Wall St. Rank hold LAZR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Luminar Technologies position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 13 Luminar Technologies shares in Q3 2025, an estimated $37.
  • MorganRosel Wealth Management first reported a position in Luminar Technologies in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Luminar Technologies position peaked at $70 in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Luminar Technologies as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.