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B. Riley Wealth Advisors’s Vuzix VUZI Stock Holding History

B. Riley Wealth Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.9K Hold
30,000
– – ﹤0.01% 846
2026
Q1 		$62.1K Hold
30,000
– – ﹤0.01% 815
2025
Q4 		$113K Buy
+30,000
New +$94.3K 0.01% 928
2024
Q4 		– Sell
-127,805
Closed -$150K – 1298
2024
Q3 		$150K Sell
127,805
-24,695
-16% -$26.9K ﹤0.01% 1176
2024
Q2 		$206K Buy
152,500
+45,453
+42% +$62.6K 0.01% 1227
2024
Q1 		$389K Sell
107,047
-25,480
-19% -$41.6K 0.01% 921
2023
Q4 		$276K Buy
132,527
+25,480
+24% +$69.4K 0.01% 1098
2023
Q3 		$389K Buy
107,047
+7,735
+8% +$34.3K 0.01% 921
2023
Q2 		$506K Buy
99,312
+5,800
+6% +$25.7K 0.01% 847
2023
Q1 		$387K Sell
93,512
-2,575
-3% -$11.6K 0.01% 929
2022
Q4 		$350K Sell
96,087
-1,000
-1% -$4.58K 0.01% 958
2022
Q3 		$563K Buy
+97,087
New +$749K 0.02% 704
2020
Q4 		– Sell
-14,700
Closed -$68K – 1093
2020
Q3 		$68K Buy
14,700
+1,400
+11% +$5.47K ﹤0.01% 913
2020
Q2 		$32K Sell
13,300
-400
-3% -$828 ﹤0.01% 849
2020
Q1 		$17K Sell
13,700
-800
-6% -$1.33K ﹤0.01% 778
2019
Q4 		$30K Hold
14,500
– – ﹤0.01% 824
2019
Q3 		$34K Sell
14,500
-1,100
-7% -$2.54K ﹤0.01% 796
2019
Q2 		$64K Sell
15,600
-800
-5% -$2.29K 0.01% 769
2019
Q1 		$51K Buy
16,400
+600
+4% +$2.41K 0.01% 724
2018
Q4 		$76K Hold
15,800
– – 0.01% 627
2018
Q3 		$104K Sell
15,800
-700
-4% -$4.71K 0.01% 688
2018
Q2 		$123K Buy
16,500
+3,000
+22% +$19K 0.02% 640
2018
Q1 		$75K Buy
13,500
+1,000
+8% +$8.16K 0.01% 642
2017
Q4 		$79K Buy
+12,500
New +$72.3K 0.01% 618

Other funds holding VUZI

TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

B. Riley Wealth Advisors's VUZI Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Vuzix (VUZI) position steady in Q2 2026 at 30,000 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

B. Riley Wealth Advisors first reported a position in VUZI in Q4 2017 and has held it in 24 quarters since. The position peaked at $563K in Q3 2022. 22 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • B. Riley Wealth Advisors held 30,000 shares of Vuzix worth $81.9K as of Q2 2026.
  • B. Riley Wealth Advisors left its Vuzix share count unchanged in Q2 2026.
  • Vuzix made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #846 holding.
  • B. Riley Wealth Advisors first reported a position in Vuzix in Q4 2017 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's Vuzix position peaked at $563K in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.