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Birchwood Financial Partners’s Microvision MVIS Stock Holding History

Birchwood Financial Partners’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,433
Closed -$13.8K – 358
2026
Q1 		$13.8K Hold
1,433
– – 0.01% 254
2025
Q4 		$17.8K Buy
+1,433
New +$22.9K 0.02% 241

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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Birchwood Financial Partners's MVIS Position: Q2 2026 in Review

Birchwood Financial Partners sold out of Microvision (MVIS) in Q2 2026, closing a stake of 1,433 shares — an estimated $13.8K sold.

Birchwood Financial Partners first reported a position in MVIS in Q4 2025 and held it in 2 quarters. The position peaked at $17.8K in Q4 2025. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Birchwood Financial Partners reported no remaining Microvision position as of Q2 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 1,433 Microvision shares in Q2 2026, an estimated $13.8K.
  • Birchwood Financial Partners first reported a position in Microvision in Q4 2025 and held it in 2 quarters.
  • Birchwood Financial Partners's Microvision position peaked at $17.8K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.