DWM
MVIS icon

Diversify Wealth Management’s Microvision MVIS Stock Holding History

Diversify Wealth Management’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 		$38.2K Hold
60,000
– – ﹤0.01% 1130
2025
Q4 		$57.2K Hold
60,000
– – ﹤0.01% 617
2025
Q3 		$69K Hold
60,000
– – ﹤0.01% 535
2025
Q2 		$67.8K Hold
60,000
– – ﹤0.01% 531
2025
Q1 		$69K Hold
60,000
– – 0.01% 505
2024
Q4 		$76.2K Hold
60,000
– – 0.01% 507
2024
Q3 		$66K Hold
60,000
– – 0.01% 462
2024
Q2 		$56.6K Buy
+60,000
New +$79K 0.01% 426

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

Diversify Wealth Management's MVIS Position: Q1 2026 in Review

Diversify Wealth Management held its Microvision (MVIS) position steady in Q1 2026 at 60,000 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Diversify Wealth Management first reported a position in MVIS in Q2 2024 and has held it in 8 quarters since. The position peaked at $76.2K in Q4 2024. 149 funds tracked by Wall St. Rank hold MVIS as of Q1 2026.

  • Diversify Wealth Management held 60,000 shares of Microvision worth $38.2K as of Q1 2026.
  • Diversify Wealth Management left its Microvision share count unchanged in Q1 2026.
  • Microvision made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1130 holding.
  • Diversify Wealth Management first reported a position in Microvision in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Microvision position peaked at $76.2K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Microvision as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.