SVB Wealth’s Intuitive Machines LUNR Stock Holding History

SVB Wealth’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	–	Sell	-25,360	Closed	-$189K	–	1139
2025 Q1	$189K	Buy	+25,360	New	+$399K	0.01%	315

Other funds holding LUNR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SVB Wealth's LUNR Position: Q2 2025 in Review

SVB Wealth sold out of Intuitive Machines (LUNR) in Q2 2025, closing a stake of 25,360 shares — an estimated $189K sold.

SVB Wealth first reported a position in LUNR in Q1 2025 and held it in 1 quarter. The position peaked at $189K in Q1 2025. 225 funds tracked by Wall St. Rank hold LUNR as of Q2 2025.

SVB Wealth reported no remaining Intuitive Machines position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 25,360 Intuitive Machines shares in Q2 2025, an estimated $189K.
SVB Wealth first reported a position in Intuitive Machines in Q1 2025 and held it in 1 quarter.
SVB Wealth's Intuitive Machines position peaked at $189K in Q1 2025.
225 funds tracked by Wall St. Rank held Intuitive Machines as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.