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Caerus Investment Advisors’s Microvision MVIS Stock Holding History

Caerus Investment Advisors’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
-2,391
Closed -$23K – 374
2026
Q1 		$23K Buy
+2,391
New +$27.4K 0.01% 271

Other funds holding MVIS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Caerus Investment Advisors's MVIS Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Microvision (MVIS) in Q2 2026, closing a stake of 2,391 shares — an estimated $23K sold.

Caerus Investment Advisors first reported a position in MVIS in Q1 2026 and held it in 1 quarter. The position peaked at $23K in Q1 2026. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Microvision position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 2,391 Microvision shares in Q2 2026, an estimated $23K.
  • Caerus Investment Advisors first reported a position in Microvision in Q1 2026 and held it in 1 quarter.
  • Caerus Investment Advisors's Microvision position peaked at $23K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.