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

Other funds holding LUNA

AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wasatch Advisors's LUNA Position: Q1 2025 in Review

Wasatch Advisors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 2,219,899 shares — an estimated $4.79M sold.

Wasatch Advisors first reported a position in LUNA in Q4 2020 and held it in 17 quarters. The position peaked at $9.88M in Q4 2022. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Wasatch Advisors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Wasatch Advisors sold 2,219,899 Luna Innovations Incorporated shares in Q1 2025, an estimated $4.79M.
  • Wasatch Advisors first reported a position in Luna Innovations Incorporated in Q4 2020 and held it in 17 quarters.
  • Wasatch Advisors's Luna Innovations Incorporated position peaked at $9.88M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Wasatch Advisors's 13F filing for Q1 2025, filed 15 May 2025.