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Root Financial Partners’s Lucid Motors LCID Stock Holding History

Root Financial Partners’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-342
Closed -$3.26K – 1940
2026
Q1 		$3.26K Buy
342
+264
+338% +$2.74K ﹤0.01% 2122
2025
Q4 		$824 Sell
78
-26
-25% -$415 ﹤0.01% 2134
2025
Q3 		$2.47K Buy
+104
New +$2.35K ﹤0.01% 1920

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's LCID Position: Q2 2026 in Review

Root Financial Partners sold out of Lucid Motors (LCID) in Q2 2026, closing a stake of 342 shares — an estimated $3.26K sold.

Root Financial Partners first reported a position in LCID in Q3 2025 and held it in 3 quarters. The position peaked at $3.26K in Q1 2026. 375 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Root Financial Partners reported no remaining Lucid Motors position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 342 Lucid Motors shares in Q2 2026, an estimated $3.26K.
  • Root Financial Partners first reported a position in Lucid Motors in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lucid Motors position peaked at $3.26K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.