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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
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 $12B AUM 0.61% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's LCID Position: Q1 2026 in Review

Root Financial Partners increased its Lucid Motors (LCID) stake by 338% in Q1 2026, buying an estimated $2.74K and bringing the position to 342 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Root Financial Partners first reported a position in LCID in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold LCID as of Q1 2026.

  • Root Financial Partners held 342 shares of Lucid Motors worth $3.26K as of Q1 2026.
  • Root Financial Partners bought 264 Lucid Motors shares in Q1 2026, an estimated $2.74K.
  • Lucid Motors made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2122 holding.
  • Root Financial Partners first reported a position in Lucid Motors in Q3 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.