Cerity Partners’s Kopin KOPN Stock Holding History

Cerity Partners’s Portfolio KOPN Stock Details KOPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Sell	107,138 -113	-0.1%	-$492	﹤0.01%	2458
2026 Q1	$241K	Sell	107,251 -106,129	-50%	-$257K	﹤0.01%	2762
2025 Q4	$499K	Sell	213,380 -1,122	-0.5%	-$3.24K	﹤0.01%	2114
2025 Q3	$521K	Sell	214,502 -998	-0.5%	-$2.04K	﹤0.01%	1945
2025 Q2	$330K	Buy	215,500 +272	+0.1%	+$354	﹤0.01%	2100
2025 Q1	$201K	Buy	+215,228	New	+$316K	﹤0.01%	2215

Other funds holding KOPN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's KOPN Position: Q2 2026 in Review

Cerity Partners reduced its Kopin (KOPN) stake by 0.11% in Q2 2026, selling an estimated $492 and leaving 107,138 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Cerity Partners first reported a position in KOPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $521K in Q3 2025. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

Cerity Partners held 107,138 shares of Kopin worth $480K as of Q2 2026.
Cerity Partners sold 113 Kopin shares in Q2 2026, an estimated $492.
Kopin made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2458 holding.
Cerity Partners first reported a position in Kopin in Q1 2025 and has held it in 6 quarters since.
Cerity Partners's Kopin position peaked at $521K in Q3 2025.
201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.