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 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diversify Wealth Management's MVIS Position: Q2 2026 in Review

Diversify Wealth Management held its Microvision (MVIS) position steady in Q2 2026 at 4,000 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Diversify Wealth Management first reported a position in MVIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.2K in Q4 2024. 132 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

Diversify Wealth Management held 4,000 shares of Microvision worth $15.2K as of Q2 2026.
Diversify Wealth Management left its Microvision share count unchanged in Q2 2026.
Microvision made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1248 holding.
Diversify Wealth Management first reported a position in Microvision in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Microvision position peaked at $76.2K in Q4 2024.
132 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.