UBS Group
LUNA

UBS Group’s Luna Innovations Incorporated LUNA Stock Holding History

UBS Group’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-64,167
Closed -$139K – 11081
2024
Q4 		$139K Buy
64,167
+53,240
+487% +$94.2K ﹤0.01% 6677
2024
Q3 		$25.7K Sell
10,927
-16,314
-60% -$41.7K ﹤0.01% 7219
2024
Q2 		$87.2K Sell
27,241
-37,766
-58% -$112K ﹤0.01% 6280
2024
Q1 		$208K Buy
65,007
+19,394
+43% +$124K ﹤0.01% 5830
2023
Q4 		$303K Buy
45,613
+21,490
+89% +$133K ﹤0.01% 5487
2023
Q3 		$141K Sell
24,123
-3,006
-11% -$22.8K ﹤0.01% 5616
2023
Q2 		$247K Buy
27,129
+21,035
+345% +$167K ﹤0.01% 5340
2023
Q1 		$43.8K Hold
6,094
– – ﹤0.01% 6553
2022
Q4 		$53.6K Sell
6,094
-469
-7% -$2.97K ﹤0.01% 6710
2022
Q3 		$29K Sell
6,563
-1,714
-21% -$9.79K ﹤0.01% 6944
2022
Q2 		$49K Sell
8,277
-6,278
-43% -$37K ﹤0.01% 5942
2022
Q1 		$112K Sell
14,555
-870
-6% -$6.26K ﹤0.01% 5828
2021
Q4 		$130K Buy
15,425
+12,344
+401% +$111K ﹤0.01% 6059
2021
Q3 		$29K Sell
3,081
-242
-7% -$2.61K ﹤0.01% 6806
2021
Q2 		$36K Sell
3,323
-2,805
-46% -$30.5K ﹤0.01% 6762
2021
Q1 		$65K Buy
6,128
+269
+5% +$3.01K ﹤0.01% 6306
2020
Q4 		$58K Buy
5,859
+4,270
+269% +$34K ﹤0.01% 6072
2020
Q3 		$10K Sell
1,589
-12,488
-89% -$73.9K ﹤0.01% 6905
2020
Q2 		$82K Buy
14,077
+9,978
+243% +$65K ﹤0.01% 5465
2020
Q1 		$25K Buy
4,099
+499
+14% +$3.69K ﹤0.01% 6363
2019
Q4 		$27K Buy
+3,600
New +$23.7K ﹤0.01% 6720
2019
Q3 		– Sell
-1,240
Closed -$6K – 8614
2019
Q2 		$6K Buy
+1,240
New +$5.32K ﹤0.01% 7354
2018
Q4 		– Sell
-3,586
Closed -$11K – 8714
2018
Q3 		$11K Sell
3,586
-1,761
-33% -$6.24K ﹤0.01% 7152
2018
Q2 		$16K Buy
5,347
+5,316
+17,148% +$17.1K ﹤0.01% 6874
2018
Q1 		$0 Sell
31
-1,409
-98% -$3.53K ﹤0.01% 8576
2017
Q4 		$3K Buy
1,440
+1,409
+4,545% +$2.76K ﹤0.01% 7581
2017
Q3 		$0 Hold
31
– – ﹤0.01% 8394
2017
Q2 		$0 Sell
31
-4,979
-99% -$7.66K ﹤0.01% 8421
2017
Q1 		$9K Buy
5,010
+4,555
+1,001% +$8.31K ﹤0.01% 6730
2016
Q4 		$0 Buy
455
+234
+106% +$320 ﹤0.01% 8445
2016
Q3 		$0 Hold
221
– – ﹤0.01% 8371
2016
Q2 		$0 Hold
221
– – ﹤0.01% 8389
2016
Q1 		$0 Sell
221
-570
-72% -$547 ﹤0.01% 8849
2015
Q4 		$1K Sell
791
-7,854
-91% -$8.2K ﹤0.01% 8267
2015
Q3 		$8K Buy
8,645
+7,093
+457% +$7.66K ﹤0.01% 7461
2015
Q2 		$1K Sell
1,552
-1,231
-44% -$1.51K ﹤0.01% 8407
2015
Q1 		$4K Buy
+2,783
New +$4.1K ﹤0.01% 8292

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's LUNA Position: Q1 2025 in Review

UBS Group sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 64,167 shares — an estimated $139K sold.

UBS Group first reported a position in LUNA in Q1 2015 and held it in 37 quarters. The position peaked at $303K in Q4 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • UBS Group reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 64,167 Luna Innovations Incorporated shares in Q1 2025, an estimated $139K.
  • UBS Group first reported a position in Luna Innovations Incorporated in Q1 2015 and held it in 37 quarters.
  • UBS Group's Luna Innovations Incorporated position peaked at $303K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.