Rise Advisors’s Intuitive Machines LUNR Stock Holding History

Rise Advisors’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 Q4	–	Sell	-67	Closed	-$705	–	869
2025 Q3	$705	Hold	67	–	–	﹤0.01%	1325
2025 Q2	$728	Buy	+67	New	+$656	﹤0.01%	1334

Other funds holding LUNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $104M AUM

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Rise Advisors's LUNR Position: Q4 2025 in Review

Rise Advisors sold out of Intuitive Machines (LUNR) in Q4 2025, closing a stake of 67 shares — an estimated $705 sold.

Rise Advisors first reported a position in LUNR in Q2 2025 and held it in 2 quarters. The position peaked at $728 in Q2 2025. 252 funds tracked by Wall St. Rank hold LUNR as of Q4 2025.

Rise Advisors reported no remaining Intuitive Machines position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 67 Intuitive Machines shares in Q4 2025, an estimated $705.
Rise Advisors first reported a position in Intuitive Machines in Q2 2025 and held it in 2 quarters.
Rise Advisors's Intuitive Machines position peaked at $728 in Q2 2025.
252 funds tracked by Wall St. Rank held Intuitive Machines as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.