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Bartlett & Co Wealth Management’s Vuzix VUZI Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q4 		– Sell
-55
Closed -$172 – 1272
2025
Q3 		$172 Hold
55
– – ﹤0.01% 1170
2025
Q2 		$161 Hold
55
– – ﹤0.01% 1207
2025
Q1 		$112 Hold
55
– – ﹤0.01% 1201
2024
Q4 		$217 Hold
55
– – ﹤0.01% 1099
2024
Q3 		$64 Hold
55
– – ﹤0.01% 1115
2024
Q2 		$74 Hold
55
– – ﹤0.01% 1124
2024
Q1 		$67 Hold
55
– – ﹤0.01% 1116
2023
Q4 		$123 Buy
+55
New +$150 ﹤0.01% 1222

Other funds holding VUZI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ACA
Apis Capital Advisors New York $1.03B AUM 383.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bartlett & Co Wealth Management's VUZI Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Vuzix (VUZI) in Q4 2025, closing a stake of 55 shares — an estimated $172 sold.

Bartlett & Co Wealth Management first reported a position in VUZI in Q4 2023 and held it in 8 quarters. The position peaked at $217 in Q4 2024. 103 funds tracked by Wall St. Rank hold VUZI as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining Vuzix position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 55 Vuzix shares in Q4 2025, an estimated $172.
  • Bartlett & Co Wealth Management first reported a position in Vuzix in Q4 2023 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's Vuzix position peaked at $217 in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Vuzix as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.