WA
LUNA

Wasatch Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

Wasatch Advisors’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
-2,219,899
Closed -$4.79M – 252
2024
Q4 		$4.79M Sell
2,219,899
-60,702
-3% -$107K 0.02% 187
2024
Q3 		$5.36M Hold
2,280,601
– – 0.03% 193
2024
Q2 		$7.3M Buy
2,280,601
+257,359
+13% +$763K 0.04% 175
2024
Q1 		$6.48M Buy
2,023,242
+763,165
+61% +$4.86M 0.03% 192
2023
Q4 		$8.38M Buy
1,260,077
+539,933
+75% +$3.33M 0.05% 167
2023
Q3 		$4.22M Buy
720,144
+75,494
+12% +$572K 0.03% 212
2023
Q2 		$5.88M Sell
644,650
-55,838
-8% -$442K 0.04% 198
2023
Q1 		$5.04M Sell
700,488
-423,877
-38% -$3.74M 0.03% 207
2022
Q4 		$9.88M Sell
1,124,365
-2,936
-0.3% -$18.6K 0.07% 168
2022
Q3 		$5M Hold
1,127,301
– – 0.03% 201
2022
Q2 		$6.57M Buy
1,127,301
+219,864
+24% +$1.3M 0.04% 196
2022
Q1 		$7M Sell
907,437
-118,449
-12% -$852K 0.03% 207
2021
Q4 		$8.66M Buy
1,025,886
+315,370
+44% +$2.83M 0.04% 210
2021
Q3 		$6.75M Sell
710,516
-67,397
-9% -$728K 0.03% 230
2021
Q2 		$8.43M Buy
777,913
+117,127
+18% +$1.27M 0.03% 222
2021
Q1 		$6.96M Sell
660,786
-82,387
-11% -$921K 0.03% 221
2020
Q4 		$7.34M Buy
+743,173
New +$5.93M 0.04% 198

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AC
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Janney Montgomery Scott
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XT
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TCWM
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VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
Simplex Trading
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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