SageView Advisory Group’s Intuitive Machines LUNR Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-119	Closed	-$1.93K	–	1653
2025 Q4	$1.93K	Buy	+119	New	+$1.38K	﹤0.01%	2241

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FCM

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

TOTUOP

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

SageView Advisory Group's LUNR Position: Q1 2026 in Review

SageView Advisory Group sold out of Intuitive Machines (LUNR) in Q1 2026, closing a stake of 119 shares — an estimated $1.93K sold.

SageView Advisory Group first reported a position in LUNR in Q4 2025 and held it in 1 quarter. The position peaked at $1.93K in Q4 2025. 281 funds tracked by Wall St. Rank hold LUNR as of Q1 2026.

SageView Advisory Group reported no remaining Intuitive Machines position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 119 Intuitive Machines shares in Q1 2026, an estimated $1.93K.
SageView Advisory Group first reported a position in Intuitive Machines in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Intuitive Machines position peaked at $1.93K in Q4 2025.
281 funds tracked by Wall St. Rank held Intuitive Machines as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.