CAPTRUST Financial Advisors
MVIS icon

CAPTRUST Financial Advisors’s Microvision MVIS Stock Holding History

CAPTRUST Financial 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
-1,002
Closed -$9.64K – 3360
2026
Q1 		$9.64K Buy
+1,002
New +$11.5K ﹤0.01% 2994
2024
Q1 		– Sell
-1,148
Closed -$45.8K – 2463
2023
Q4 		$45.8K Buy
1,148
+9
+0.8% +$310 ﹤0.01% 2591
2023
Q3 		$37.4K Sell
1,139
-297
-21% -$13.6K ﹤0.01% 2499
2023
Q2 		$98.6K Sell
1,436
-841
-37% -$44.1K ﹤0.01% 2378
2023
Q1 		$91.2K Buy
+2,277
New +$86.3K ﹤0.01% 2167
2022
Q4 		– Sell
-2,262
Closed -$122K – 2139
2022
Q3 		$122K Hold
2,262
– – ﹤0.01% 1915
2022
Q2 		$130K Hold
2,262
– – ﹤0.01% 2016
2022
Q1 		$158K Hold
2,262
– – ﹤0.01% 1894
2021
Q4 		$170K Hold
2,262
– – ﹤0.01% 1759
2021
Q3 		$375K Buy
2,262
+209
+10% +$43.6K ﹤0.01% 1170
2021
Q2 		$516K Hold
2,053
– – ﹤0.01% 973
2021
Q1 		$571K Buy
2,053
+102
+5% +$19.2K 0.01% 914
2020
Q4 		$157K Hold
1,951
– – ﹤0.01% 1300
2020
Q3 		$61K Buy
1,951
+213
+12% +$5.59K ﹤0.01% 1559
2020
Q2 		$38K Buy
+1,738
New +$20.9K ﹤0.01% 1721

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

CAPTRUST Financial Advisors's MVIS Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Microvision (MVIS) in Q2 2026, closing a stake of 1,002 shares — an estimated $9.64K sold.

CAPTRUST Financial Advisors first reported a position in MVIS in Q2 2020 and held it in 15 quarters. The position peaked at $571K in Q1 2021. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Microvision position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,002 Microvision shares in Q2 2026, an estimated $9.64K.
  • CAPTRUST Financial Advisors first reported a position in Microvision in Q2 2020 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Microvision position peaked at $571K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.