Wells Fargo
LUNA

Wells Fargo’s Luna Innovations Incorporated LUNA Stock Holding History

Wells Fargo’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
-1,100
Closed -$2.38K – 7389
2024
Q4 		$2.38K Buy
+1,100
New +$1.95K ﹤0.01% 6168
2024
Q2 		– Sell
-9,862
Closed -$31.6K – 7776
2024
Q1 		$31.6K Sell
9,862
-4,196
-30% -$26.7K ﹤0.01% 5430
2023
Q4 		$93.5K Buy
14,058
+2,012
+17% +$12.4K ﹤0.01% 4947
2023
Q3 		$70.6K Sell
12,046
-6,976
-37% -$52.8K ﹤0.01% 4987
2023
Q2 		$173K Buy
19,022
+13,688
+257% +$108K ﹤0.01% 4674
2023
Q1 		$38.4K Sell
5,334
-1,590
-23% -$14K ﹤0.01% 5303
2022
Q4 		$60.9K Sell
6,924
-993
-13% -$6.29K ﹤0.01% 4781
2022
Q3 		$35K Sell
7,917
-178
-2% -$1.02K ﹤0.01% 5119
2022
Q2 		$47K Sell
8,095
-5,164
-39% -$30.5K ﹤0.01% 5060
2022
Q1 		$103K Sell
13,259
-11,508
-46% -$82.8K ﹤0.01% 5320
2021
Q4 		$210K Buy
24,767
+20,067
+427% +$180K ﹤0.01% 5236
2021
Q3 		$45K Buy
4,700
+3,000
+176% +$32.4K ﹤0.01% 5673
2021
Q2 		$18K Sell
1,700
-63,982
-97% -$696K ﹤0.01% 5954
2021
Q1 		$692K Buy
65,682
+15,222
+30% +$170K ﹤0.01% 4494
2020
Q4 		$499K Sell
50,460
-6,729
-12% -$53.7K ﹤0.01% 4522
2020
Q3 		$342K Buy
57,189
+2,964
+5% +$17.5K ﹤0.01% 4633
2020
Q2 		$317K Buy
54,225
+21,088
+64% +$137K ﹤0.01% 4640
2020
Q1 		$204K Buy
33,137
+3,637
+12% +$26.9K ﹤0.01% 4676
2019
Q4 		$215K Sell
29,500
-1,752
-6% -$11.6K ﹤0.01% 4910
2019
Q3 		$181K Buy
31,252
+8,284
+36% +$45.8K ﹤0.01% 5015
2019
Q2 		$103K Buy
22,968
+20,468
+819% +$87.7K ﹤0.01% 5296
2019
Q1 		$10K Buy
+2,500
New +$8.91K ﹤0.01% 5650
2017
Q4 		– Sell
-794
Closed -$1K – 6784
2017
Q3 		$1K Buy
+794
New +$1.16K ﹤0.01% 6275
2017
Q1 		– Sell
-1,551
Closed -$2K – 6769
2016
Q4 		$2K Buy
+1,551
New +$2.12K ﹤0.01% 6127
2016
Q2 		– Sell
-443
Closed – – 6707
2016
Q1 		$0 Buy
+443
New +$425 ﹤0.01% 6778

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 $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 $149B AUM 62.07% 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 $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wells Fargo's LUNA Position: Q1 2025 in Review

Wells Fargo sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,100 shares — an estimated $2.38K sold.

Wells Fargo first reported a position in LUNA in Q1 2016 and held it in 25 quarters. The position peaked at $692K in Q1 2021. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Wells Fargo reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 1,100 Luna Innovations Incorporated shares in Q1 2025, an estimated $2.38K.
  • Wells Fargo first reported a position in Luna Innovations Incorporated in Q1 2016 and held it in 25 quarters.
  • Wells Fargo's Luna Innovations Incorporated position peaked at $692K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.