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Clearstead Advisors’s Kopin KOPN Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-1
Closed -$3 – 3024
2025
Q3 		$3 Buy
+1
New +$2 ﹤0.01% 3073
2023
Q3 		– Sell
-190
Closed -$409 – 1543
2023
Q2 		$409 Hold
190
– – ﹤0.01% 1314
2023
Q1 		$208 Hold
190
– – ﹤0.01% 1339
2022
Q4 		$236 Hold
190
– – ﹤0.01% 1268
2022
Q3 		$0 Hold
190
– – ﹤0.01% 1308
2022
Q2 		$0 Hold
190
– – ﹤0.01% 1367
2022
Q1 		$0 Hold
190
– – ﹤0.01% 1423
2021
Q4 		$1K Hold
190
– – ﹤0.01% 1189
2021
Q3 		$1K Hold
190
– – ﹤0.01% 1217
2021
Q2 		$2K Buy
190
+30
+19% +$248 ﹤0.01% 1051
2021
Q1 		$2K Buy
+160
New +$1.21K ﹤0.01% 969

Other funds holding KOPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Clearstead Advisors's KOPN Position: Q4 2025 in Review

Clearstead Advisors sold out of Kopin (KOPN) in Q4 2025, closing a stake of 1 share — an estimated $3 sold.

Clearstead Advisors first reported a position in KOPN in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2021. 144 funds tracked by Wall St. Rank hold KOPN as of Q4 2025.

  • Clearstead Advisors reported no remaining Kopin position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1 Kopin share in Q4 2025, an estimated $3.
  • Clearstead Advisors first reported a position in Kopin in Q1 2021 and held it in 11 quarters.
  • Clearstead Advisors's Kopin position peaked at $2K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held Kopin as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.