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
2021
Q4 		– Sell
-2,000
Closed -$302K – 2170
2021
Q3 		$302K Buy
2,000
+267
+15% +$55.7K ﹤0.01% 1585
2021
Q2 		$408K Buy
1,733
+766
+79% +$189K ﹤0.01% 1392
2021
Q1 		$243K Sell
967
-1,306
-57% -$246K ﹤0.01% 1940
2020
Q4 		$151K Buy
2,273
+633
+39% +$27.9K ﹤0.01% 1965
2020
Q3 		$15K Buy
+1,640
New +$43.1K ﹤0.01% 2001

Other funds holding MVIS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.