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 Q3	–	Sell	-4,000	Closed	-$15.2K	–	1347
2026 Q2	$15.2K	Hold	4,000	–	–	﹤0.01%	1248
2026 Q1	$38.2K	Hold	4,000	–	–	﹤0.01%	1130
2025 Q4	$57.2K	Hold	4,000	–	–	﹤0.01%	617
2025 Q3	$69K	Hold	4,000	–	–	﹤0.01%	535
2025 Q2	$67.8K	Hold	4,000	–	–	﹤0.01%	531
2025 Q1	$69K	Hold	4,000	–	–	0.01%	505
2024 Q4	$76.2K	Hold	4,000	–	–	0.01%	507
2024 Q3	$66K	Hold	4,000	–	–	0.01%	462
2024 Q2	$56.6K	Buy	+4,000	New	+$79K	0.01%	426

Other funds holding MVIS

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Diversify Wealth Management's MVIS Position: Q3 2026 in Review

Diversify Wealth Management sold out of Microvision (MVIS) in Q3 2026, closing a stake of 4,000 shares — an estimated $15.2K sold.

Diversify Wealth Management first reported a position in MVIS in Q2 2024 and held it in 9 quarters. The position peaked at $76.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

Diversify Wealth Management reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
Diversify Wealth Management sold 4,000 Microvision shares in Q3 2026, an estimated $15.2K.
Diversify Wealth Management first reported a position in Microvision in Q2 2024 and held it in 9 quarters.
Diversify Wealth Management's Microvision position peaked at $76.2K in Q4 2024.
7 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.