Cambridge Investment Research Advisors’s Vuzix VUZI Stock Holding History

Cambridge Investment Research 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	$67K	Sell	23,083 -178	-0.8%	-$561	﹤0.01%	3962
2026 Q1	$54K	Sell	23,261 -262	-1%	-$715	﹤0.01%	3854
2025 Q4	$89K	Sell	23,523 -1,000	-4%	-$3.14K	﹤0.01%	3712
2025 Q3	$77K	Sell	24,523 -3,500	-12%	-$8.26K	﹤0.01%	3618
2025 Q2	$82K	Buy	28,023 +1,099	+4%	+$2.59K	﹤0.01%	3489
2025 Q1	$55K	Buy	26,924 +195	+0.7%	+$639	﹤0.01%	3399
2024 Q4	$105K	Buy	+26,729	New	+$54.8K	﹤0.01%	3323
2022 Q2	–	Sell	-14,790	Closed	-$98K	–	3222
2022 Q1	$98K	Sell	14,790 -135	-0.9%	-$888	﹤0.01%	3013
2021 Q4	$129K	Buy	+14,925	New	+$161K	﹤0.01%	2996
2021 Q2	–	Sell	-8,098	Closed	-$206K	–	3174
2021 Q1	$206K	Sell	8,098 -2,077	-20%	-$33.7K	﹤0.01%	2599
2020 Q4	$92K	Sell	10,175 -1,158	-10%	-$5.78K	﹤0.01%	2614
2020 Q3	$52K	Buy	+11,333	New	+$44.3K	﹤0.01%	2444
2019 Q4	–	Sell	-13,100	Closed	-$30K	–	2478
2019 Q3	$30K	Hold	13,100	–	–	﹤0.01%	2308
2019 Q2	$54K	Hold	13,100	–	–	﹤0.01%	2142
2019 Q1	$40K	Hold	13,100	–	–	﹤0.01%	2237
2018 Q4	$63K	Sell	13,100 -2,900	-18%	-$16.9K	﹤0.01%	2074
2018 Q3	$105K	Hold	16,000	–	–	﹤0.01%	2143
2018 Q2	$119K	Buy	16,000 +750	+5%	+$4.75K	﹤0.01%	2092
2018 Q1	$84K	Buy	+15,250	New	+$124K	﹤0.01%	2068

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 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

Cambridge Investment Research Advisors's VUZI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Vuzix (VUZI) stake by 0.77% in Q2 2026, selling an estimated $561 and leaving 23,083 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Cambridge Investment Research Advisors first reported a position in VUZI in Q1 2018 and has held it in 19 quarters since. The position peaked at $206K in Q1 2021. 29 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

Cambridge Investment Research Advisors held 23,083 shares of Vuzix worth $67K as of Q2 2026.
Cambridge Investment Research Advisors sold 178 Vuzix shares in Q2 2026, an estimated $561.
Vuzix made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3962 holding.
Cambridge Investment Research Advisors first reported a position in Vuzix in Q1 2018 and has held it in 19 quarters since.
Cambridge Investment Research Advisors's Vuzix position peaked at $206K in Q1 2021.
29 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.