BSW Wealth Partners’s Microvision MVIS Stock Holding History

BSW Wealth 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	$131K	Hold	400,000	–	–	0.01%	328
2026 Q1	$256K	Hold	400,000	–	–	0.03%	270
2025 Q4	$331K	Hold	400,000	–	–	0.04%	227
2025 Q3	$496K	Hold	400,000	–	–	0.06%	177
2025 Q2	$456K	Hold	400,000	–	–	0.06%	178
2025 Q1	$496K	Hold	400,000	–	–	0.08%	155
2024 Q4	$524K	Hold	400,000	–	–	0.08%	152
2024 Q3	$456K	Buy	400,000 +100,000	+33%	+$104K	0.07%	168
2024 Q2	$318K	Buy	300,000 +100,000	+50%	+$132K	0.05%	196
2024 Q1	$368K	Buy	200,000 +50,000	+33%	+$113K	0.06%	180
2023 Q4	$399K	Hold	150,000	–	–	0.08%	148
2023 Q3	$329K	Hold	150,000	–	–	0.07%	161
2023 Q2	$687K	Sell	150,000 -50,000	-25%	-$175K	0.14%	89
2023 Q1	$534K	Buy	200,000 +70,000	+54%	+$177K	0.11%	129
2022 Q4	$306K	Hold	130,000	–	–	0.07%	209
2022 Q3	$469K	Hold	130,000	–	–	0.12%	124
2022 Q2	$499K	Buy	130,000 +25,000	+24%	+$89.4K	0.12%	120
2022 Q1	$490K	Buy	105,000 +50,000	+91%	+$197K	0.12%	126
2021 Q4	$276K	Hold	55,000	–	–	0.07%	209
2021 Q3	$608K	Hold	55,000	–	–	0.17%	83
2021 Q2	$921K	Sell	55,000 -5,000	-8%	-$82.1K	0.25%	57
2021 Q1	$1.11M	Sell	60,000 -15,000	-20%	-$189K	0.32%	36
2020 Q4	$404K	Hold	75,000	–	–	0.12%	96
2020 Q3	$146K	Sell	75,000 -25,000	-25%	-$43.8K	0.05%	149
2020 Q2	$136K	Sell	100,000 -50,000	-33%	-$40.1K	0.05%	138
2020 Q1	$26K	Hold	150,000	–	–	0.01%	111
2019 Q4	$108K	Hold	150,000	–	–	0.04%	124
2019 Q3	$89K	Buy	150,000 +50,000	+50%	+$33.7K	0.03%	114
2019 Q2	$81K	Hold	100,000	–	–	0.03%	113
2019 Q1	$97K	Buy	+100,000	New	+$96.7K	0.04%	95
2018 Q4	–	Sell	-90,000	Closed	-$109K	–	123
2018 Q3	$109K	Buy	90,000 +65,000	+260%	+$67.9K	0.04%	135
2018 Q2	$28K	Buy	+25,000	New	+$33.1K	0.01%	94

Other funds holding MVIS

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BSW Wealth Partners's MVIS Position: Q2 2026 in Review

BSW Wealth Partners held its Microvision (MVIS) position steady in Q2 2026 at 400,000 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #328.

BSW Wealth Partners first reported a position in MVIS in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.11M in Q1 2021. 12 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

BSW Wealth Partners held 400,000 shares of Microvision worth $131K as of Q2 2026.
BSW Wealth Partners left its Microvision share count unchanged in Q2 2026.
Microvision made up 0.01% of BSW Wealth Partners's portfolio in Q2 2026, its #328 holding.
BSW Wealth Partners first reported a position in Microvision in Q2 2018 and has held it in 32 quarters since.
BSW Wealth Partners's Microvision position peaked at $1.11M in Q1 2021.
12 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.