Creative Planning
VUZI icon

Creative Planning’s Vuzix VUZI Stock Holding History

Creative Planning’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,796
Closed -$26.1K – 3801
2025
Q1 		$26.1K Buy
+12,796
New +$41.9K ﹤0.01% 3389
2024
Q4 		– Sell
-13,676
Closed -$16K – 3681
2024
Q3 		$16K Hold
13,676
– – ﹤0.01% 3156
2024
Q2 		$18.5K Buy
+13,676
New +$18.8K ﹤0.01% 2988
2022
Q3 		– Sell
-10,523
Closed -$75K – 2452
2022
Q2 		$75K Buy
+10,523
New +$61.8K ﹤0.01% 2005
2021
Q2 		– Sell
-19,390
Closed -$493K – 2601
2021
Q1 		$493K Buy
+19,390
New +$315K ﹤0.01% 1451
2020
Q4 		– Sell
-12,915
Closed -$59K – 2474
2020
Q3 		$59K Buy
+12,915
New +$50.5K ﹤0.01% 1892
2017
Q3 		– Sell
-800
Closed -$5K – 3687
2017
Q2 		$5K Sell
800
-275
-26% -$1.63K ﹤0.01% 4012
2017
Q1 		$7K Buy
+1,075
New +$6.96K ﹤0.01% 3813
2016
Q4 		– Sell
-124
Closed -$1K – 4858
2016
Q3 		$1K Buy
+124
New +$998 ﹤0.01% 4450

Other funds holding VUZI

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's VUZI Position: Q2 2025 in Review

Creative Planning sold out of Vuzix (VUZI) in Q2 2025, closing a stake of 12,796 shares — an estimated $26.1K sold.

Creative Planning first reported a position in VUZI in Q3 2016 and held it in 9 quarters. The position peaked at $493K in Q1 2021. 108 funds tracked by Wall St. Rank hold VUZI as of Q2 2025.

  • Creative Planning reported no remaining Vuzix position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 12,796 Vuzix shares in Q2 2025, an estimated $26.1K.
  • Creative Planning first reported a position in Vuzix in Q3 2016 and held it in 9 quarters.
  • Creative Planning's Vuzix position peaked at $493K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held Vuzix as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.