CWA
KOPN icon

CM Wealth Advisors’s Kopin KOPN Stock Holding History

CM Wealth 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
2026
Q2 		$722K Buy
+161,137
New +$702K 0.13% 74

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CM Wealth Advisors's KOPN Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Kopin (KOPN) in Q2 2026: 161,137 shares worth $722K. The stake represents 0.13% of the portfolio and ranks #74 among its holdings.

201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • CM Wealth Advisors held 161,137 shares of Kopin worth $722K as of Q2 2026.
  • Kopin was a new CM Wealth Advisors position in Q2 2026.
  • Kopin made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.