Creative Planning
MVIS icon

Creative Planning’s Microvision MVIS Stock Holding History

Creative Planning’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Buy
+176,446
New +$135K ﹤0.01% 3873
2025
Q3 		– Sell
-20,750
Closed -$23.7K – 3977
2025
Q2 		$23.7K Sell
20,750
-1,246
-6% -$1.44K ﹤0.01% 3586
2025
Q1 		$27.3K Buy
+21,996
New +$30.6K ﹤0.01% 3385
2024
Q2 		– Sell
-12,483
Closed -$23K – 3135
2024
Q1 		$23K Buy
+12,483
New +$28.3K ﹤0.01% 2829
2022
Q4 		– Sell
-748,538
Closed -$2.7M – 2568
2022
Q3 		$2.7M Buy
748,538
+9,600
+1% +$45.2K ﹤0.01% 602
2022
Q2 		$2.84M Buy
738,938
+6,686
+0.9% +$23.9K ﹤0.01% 599
2022
Q1 		$3.42M Sell
732,252
-34,481
-4% -$136K 0.01% 555
2021
Q4 		$3.84M Buy
766,733
+43,409
+6% +$345K 0.01% 491
2021
Q3 		$7.99M Sell
723,324
-6,370
-0.9% -$88.5K 0.01% 304
2021
Q2 		$12.2M Buy
729,694
+68,489
+10% +$1.12M 0.02% 236
2021
Q1 		$12.3M Buy
661,205
+168,205
+34% +$2.11M 0.02% 237
2020
Q4 		$2.65M Buy
493,000
+112,000
+29% +$330K 0.01% 566
2020
Q3 		$743K Buy
381,000
+125,000
+49% +$219K ﹤0.01% 937
2020
Q2 		$348K Buy
256,000
+150,000
+142% +$120K ﹤0.01% 1225
2020
Q1 		$18K Buy
+106,000
New +$52.5K ﹤0.01% 1735
2019
Q3 		– Sell
-12,000
Closed -$10K – 2066
2019
Q2 		$10K Buy
+12,000
New +$10.7K ﹤0.01% 1930
2017
Q3 		– Sell
-6,438
Closed -$14K – 3034
2017
Q2 		$14K Buy
6,438
+125
+2% +$268 ﹤0.01% 3412
2017
Q1 		$16K Hold
6,313
– – ﹤0.01% 3281
2016
Q4 		$8K Hold
6,313
– – ﹤0.01% 3693
2016
Q3 		$9K Buy
6,313
+1,000
+19% +$1.58K ﹤0.01% 3586
2016
Q2 		$9K Hold
5,313
– – ﹤0.01% 3319
2016
Q1 		$10K Hold
5,313
– – ﹤0.01% 3230
2015
Q4 		$15K Hold
5,313
– – ﹤0.01% 3039
2015
Q3 		$17K Buy
+5,313
New +$16.2K ﹤0.01% 2855

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's MVIS Position: Q1 2026 in Review

Creative Planning opened a new position in Microvision (MVIS) in Q1 2026: 176,446 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #3873 among its holdings. This is a return to the name: Creative Planning previously reported a position in MVIS as recently as Q2 2025.

Creative Planning first reported a position in MVIS in Q3 2015 and has held it in 24 quarters since. The position peaked at $12.3M in Q1 2021. 149 funds tracked by Wall St. Rank hold MVIS as of Q1 2026.

  • Creative Planning held 176,446 shares of Microvision worth $113K as of Q1 2026.
  • Microvision was a new Creative Planning position in Q1 2026.
  • Microvision made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3873 holding.
  • Creative Planning first reported a position in Microvision in Q3 2015 and has held it in 24 quarters since.
  • Creative Planning's Microvision position peaked at $12.3M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Microvision as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.