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Northeast Financial Consultants’s Intuitive Machines LUNR Stock Holding History

Northeast Financial Consultants’s Portfolio LUNR Stock Details LUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Hold
30,000
– – 0.01% 243
2025
Q1 		$224K Buy
+30,000
New +$472K 0.01% 263

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Geode Capital Management
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Two Sigma Investments
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Northeast Financial Consultants's LUNR Position: Q2 2025 in Review

Northeast Financial Consultants held its Intuitive Machines (LUNR) position steady in Q2 2025 at 30,000 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #243.

Northeast Financial Consultants first reported a position in LUNR in Q1 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold LUNR as of Q2 2025.

  • Northeast Financial Consultants held 30,000 shares of Intuitive Machines worth $326K as of Q2 2025.
  • Northeast Financial Consultants left its Intuitive Machines share count unchanged in Q2 2025.
  • Intuitive Machines made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #243 holding.
  • Northeast Financial Consultants first reported a position in Intuitive Machines in Q1 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.