Clearstead Advisors
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Clearstead Advisors’s Vuzix VUZI Stock Holding History

Clearstead 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 		$9 Buy
+3
New +$9 ﹤0.01% 3626
2021
Q3 		– Sell
-100
Closed -$2K – 1402
2021
Q2 		$2K Buy
100
+50
+100% +$1.01K ﹤0.01% 1094
2021
Q1 		$1K Buy
+50
New +$811 ﹤0.01% 1083
2020
Q2 		– Sell
-290
Closed – – 841
2020
Q1 		$0 Buy
+290
New +$481 ﹤0.01% 785

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Clearstead Advisors's VUZI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Vuzix (VUZI) in Q2 2026: 3 shares worth $9. The stake represents ﹤0.01% of the portfolio and ranks #3626 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in VUZI as recently as Q2 2021.

Clearstead Advisors first reported a position in VUZI in Q1 2020 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 126 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • Clearstead Advisors held 3 shares of Vuzix worth $9 as of Q2 2026.
  • Vuzix was a new Clearstead Advisors position in Q2 2026.
  • Vuzix made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3626 holding.
  • Clearstead Advisors first reported a position in Vuzix in Q1 2020 and has held it in 4 quarters since.
  • Clearstead Advisors's Vuzix position peaked at $2K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.