AWM
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Accurate Wealth Management’s Kopin KOPN Stock Holding History

Accurate Wealth Management’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Buy
28,685
+11,185
+64% +$48.7K 0.01% 567
2026
Q1 		$46.9K Buy
+17,500
New +$42.4K 0.01% 531

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accurate Wealth Management's KOPN Position: Q2 2026 in Review

Accurate Wealth Management increased its Kopin (KOPN) stake by 64% in Q2 2026, buying an estimated $48.7K and bringing the position to 28,685 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #567.

Accurate Wealth Management first reported a position in KOPN in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Accurate Wealth Management held 28,685 shares of Kopin worth $116K as of Q2 2026.
  • Accurate Wealth Management bought 11,185 Kopin shares in Q2 2026, an estimated $48.7K.
  • Kopin made up 0.01% of Accurate Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Accurate Wealth Management first reported a position in Kopin in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.