XF
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XML Financial’s Lucid Diagnostics LUCD Stock Holding History

XML Financial’s Portfolio LUCD Stock Details LUCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Buy
323,195
+100,000
+45% +$108K 0.03% 344
2026
Q1 		$257K Buy
223,195
+44,400
+25% +$56.5K 0.02% 369
2025
Q4 		$195K Hold
178,795
– – 0.02% 426
2025
Q3 		$181K Hold
178,795
– – 0.01% 377
2025
Q2 		$206K Hold
178,795
– – 0.02% 351
2025
Q1 		$266K Buy
+178,795
New +$215K 0.02% 298

Other funds holding LUCD

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial's LUCD Position: Q2 2026 in Review

XML Financial increased its Lucid Diagnostics (LUCD) stake by 45% in Q2 2026, buying an estimated $108K and bringing the position to 323,195 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #344.

XML Financial first reported a position in LUCD in Q1 2025 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold LUCD as of Q2 2026.

  • XML Financial held 323,195 shares of Lucid Diagnostics worth $346K as of Q2 2026.
  • XML Financial bought 100,000 Lucid Diagnostics shares in Q2 2026, an estimated $108K.
  • Lucid Diagnostics made up 0.03% of XML Financial's portfolio in Q2 2026, its #344 holding.
  • XML Financial first reported a position in Lucid Diagnostics in Q1 2025 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held Lucid Diagnostics as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.