AE Wealth Management
KOPN icon

AE Wealth Management’s Kopin KOPN Stock Holding History

AE 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 		$62.6K Buy
13,982
+1,250
+10% +$5.44K ﹤0.01% 2046
2026
Q1 		$28.6K Sell
12,732
-4,303
-25% -$10.4K ﹤0.01% 2068
2025
Q4 		$39.9K Buy
17,035
+162
+1% +$468 ﹤0.01% 1894
2025
Q3 		$41K Buy
16,873
+6,873
+69% +$14K ﹤0.01% 1757
2025
Q2 		$15.3K Buy
+10,000
New +$13K ﹤0.01% 1809

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Royce & Associates
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

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

AE Wealth Management increased its Kopin (KOPN) stake by 9.8% in Q2 2026, buying an estimated $5.44K and bringing the position to 13,982 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

AE Wealth Management first reported a position in KOPN in Q2 2025 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • AE Wealth Management held 13,982 shares of Kopin worth $62.6K as of Q2 2026.
  • AE Wealth Management bought 1,250 Kopin shares in Q2 2026, an estimated $5.44K.
  • Kopin made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2046 holding.
  • AE Wealth Management first reported a position in Kopin in Q2 2025 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.