Essential Partners’s Vuzix VUZI Stock Holding History

Essential Partners’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
2026 Q3	–	Sell	-26	Closed	-$75	–	3004
2026 Q2	$75	Sell	26 -2,256	-99%	-$7.11K	﹤0.01%	2773
2026 Q1	$5.27K	Buy	+2,282	New	+$6.23K	﹤0.01%	1544

Other funds holding VUZI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners's VUZI Position: Q3 2026 in Review

Essential Partners sold out of Vuzix (VUZI) in Q3 2026, closing a stake of 26 shares — an estimated $75 sold.

Essential Partners first reported a position in VUZI in Q1 2026 and held it in 2 quarters. The position peaked at $5.27K in Q1 2026. 4 funds tracked by Wall St. Rank hold VUZI as of Q3 2026.

Essential Partners reported no remaining Vuzix position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 26 Vuzix shares in Q3 2026, an estimated $75.
Essential Partners first reported a position in Vuzix in Q1 2026 and held it in 2 quarters.
Essential Partners's Vuzix position peaked at $5.27K in Q1 2026.
4 funds tracked by Wall St. Rank held Vuzix as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.