Creative Planning’s Microvision MVIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.7K | Buy |
12,168
+405
| +3% | +$3.34K | ﹤0.01% | 4100 |
|
|
2026
Q1 | $113K | Buy |
+11,763
| New | +$135K | ﹤0.01% | 3873 |
|
|
2025
Q3 | – | Sell |
-1,383
| Closed | -$23.7K | – | 3977 |
|
|
2025
Q2 | $23.7K | Sell |
1,383
-83
| -6% | -$1.44K | ﹤0.01% | 3586 |
|
|
2025
Q1 | $27.3K | Buy |
+1,466
| New | +$30.6K | ﹤0.01% | 3385 |
|
|
2024
Q2 | – | Sell |
-832
| Closed | -$23K | – | 3135 |
|
|
2024
Q1 | $23K | Buy |
+832
| New | +$28.3K | ﹤0.01% | 2829 |
|
|
2022
Q4 | – | Sell |
-49,903
| Closed | -$2.7M | – | 2568 |
|
|
2022
Q3 | $2.7M | Buy |
49,903
+640
| +1% | +$45.2K | ﹤0.01% | 602 |
|
|
2022
Q2 | $2.84M | Buy |
49,263
+446
| +0.9% | +$23.9K | ﹤0.01% | 599 |
|
|
2022
Q1 | $3.42M | Sell |
48,817
-2,299
| -4% | -$136K | 0.01% | 555 |
|
|
2021
Q4 | $3.84M | Buy |
51,116
+2,894
| +6% | +$345K | 0.01% | 491 |
|
|
2021
Q3 | $7.99M | Sell |
48,222
-424
| -0.9% | -$88.4K | 0.01% | 304 |
|
|
2021
Q2 | $12.2M | Buy |
48,646
+4,566
| +10% | +$1.12M | 0.02% | 236 |
|
|
2021
Q1 | $12.3M | Buy |
44,080
+11,213
| +34% | +$2.11M | 0.02% | 237 |
|
|
2020
Q4 | $2.65M | Buy |
32,867
+7,467
| +29% | +$330K | 0.01% | 566 |
|
|
2020
Q3 | $743K | Buy |
25,400
+8,333
| +49% | +$219K | ﹤0.01% | 937 |
|
|
2020
Q2 | $348K | Buy |
17,067
+10,000
| +142% | +$120K | ﹤0.01% | 1225 |
|
|
2020
Q1 | $18K | Buy |
+7,067
| New | +$52.5K | ﹤0.01% | 1735 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$10K | – | 2066 |
|
|
2019
Q2 | $10K | Buy |
+800
| New | +$10.7K | ﹤0.01% | 1930 |
|
|
2017
Q3 | – | Sell |
-429
| Closed | -$14K | – | 3034 |
|
|
2017
Q2 | $14K | Buy |
429
+8
| +2% | +$258 | ﹤0.01% | 3412 |
|
|
2017
Q1 | $16K | Hold |
421
| – | – | ﹤0.01% | 3281 |
|
|
2016
Q4 | $8K | Hold |
421
| – | – | ﹤0.01% | 3693 |
|
|
2016
Q3 | $9K | Buy |
421
+67
| +19% | +$1.58K | ﹤0.01% | 3586 |
|
|
2016
Q2 | $9K | Hold |
354
| – | – | ﹤0.01% | 3319 |
|
|
2016
Q1 | $10K | Hold |
354
| – | – | ﹤0.01% | 3230 |
|
|
2015
Q4 | $15K | Hold |
354
| – | – | ﹤0.01% | 3039 |
|
|
2015
Q3 | $17K | Buy |
+354
| New | +$16.2K | ﹤0.01% | 2855 |
|
Other funds holding MVIS
Creative Planning's MVIS Position: Q2 2026 in Review
Creative Planning increased its Microvision (MVIS) stake by 3.4% in Q2 2026, buying an estimated $3.34K and bringing the position to 12,168 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4100.
Creative Planning first reported a position in MVIS in Q3 2015 and has held it in 25 quarters since. The position peaked at $12.3M in Q1 2021. 132 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.
- Creative Planning held 12,168 shares of Microvision worth $59.7K as of Q2 2026.
- Creative Planning bought 405 Microvision shares in Q2 2026, an estimated $3.34K.
- Microvision made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4100 holding.
- Creative Planning first reported a position in Microvision in Q3 2015 and has held it in 25 quarters since.
- Creative Planning's Microvision position peaked at $12.3M in Q1 2021.
- 132 funds tracked by Wall St. Rank held Microvision as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.