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Concurrent Investment Advisors’s Kopin KOPN Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-22,000
Closed -$33.7K – 1555
2025
Q2 		$33.7K Sell
22,000
-30,575
-58% -$39.8K ﹤0.01% 1360
2025
Q1 		$49K Buy
52,575
+1,125
+2% +$1.65K ﹤0.01% 1201
2024
Q4 		$70K Buy
+51,450
New +$49.4K ﹤0.01% 1057
2024
Q2 		– Sell
-60,910
Closed -$110K – 1046
2024
Q1 		$110K Sell
60,910
-12,450
-17% -$27.7K ﹤0.01% 852
2023
Q4 		$149K Buy
+73,360
New +$105K 0.01% 800

Other funds holding KOPN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Concurrent Investment Advisors's KOPN Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Kopin (KOPN) in Q3 2025, closing a stake of 22,000 shares — an estimated $33.7K sold.

Concurrent Investment Advisors first reported a position in KOPN in Q4 2023 and held it in 5 quarters. The position peaked at $149K in Q4 2023. 136 funds tracked by Wall St. Rank hold KOPN as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Kopin position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 22,000 Kopin shares in Q3 2025, an estimated $33.7K.
  • Concurrent Investment Advisors first reported a position in Kopin in Q4 2023 and held it in 5 quarters.
  • Concurrent Investment Advisors's Kopin position peaked at $149K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held Kopin as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.