Alaska Wealth Advisors’s CapsoVision Inc CV Stock Holding History

Alaska Wealth Advisors’s Portfolio CV Stock Details CV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,093	Closed	-$80.9K	–	92
2026 Q1	$80.9K	Hold	11,093	–	–	0.01%	85
2025 Q4	$119K	Buy	+11,093	New	+$76.8K	0.02%	85

Other funds holding CV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Alaska Wealth Advisors's CV Position: Q2 2026 in Review

Alaska Wealth Advisors sold out of CapsoVision Inc (CV) in Q2 2026, closing a stake of 11,093 shares — an estimated $80.9K sold.

Alaska Wealth Advisors first reported a position in CV in Q4 2025 and held it in 2 quarters. The position peaked at $119K in Q4 2025. 50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

Alaska Wealth Advisors reported no remaining CapsoVision Inc position as of Q2 2026 after selling out during the quarter.
Alaska Wealth Advisors sold 11,093 CapsoVision Inc shares in Q2 2026, an estimated $80.9K.
Alaska Wealth Advisors first reported a position in CapsoVision Inc in Q4 2025 and held it in 2 quarters.
Alaska Wealth Advisors's CapsoVision Inc position peaked at $119K in Q4 2025.
50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.