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
-30,000
Closed -$302K – 2170
2021
Q3 		$302K Buy
30,000
+4,000
+15% +$55.6K ﹤0.01% 1585
2021
Q2 		$408K Buy
26,000
+11,500
+79% +$189K ﹤0.01% 1392
2021
Q1 		$243K Sell
14,500
-19,600
-57% -$246K ﹤0.01% 1940
2020
Q4 		$151K Buy
34,100
+9,500
+39% +$28K ﹤0.01% 1965
2020
Q3 		$15K Buy
+24,600
New +$43.1K ﹤0.01% 2001

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.