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Estate Planners Group’s Microvision MVIS Stock Holding History

Estate Planners Group’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 		– Sell
-67
Closed -$828 – 295
2025
Q4 		$828 Buy
+67
New +$1.07K ﹤0.01% 423

Other funds holding MVIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Estate Planners Group's MVIS Position: Q1 2026 in Review

Estate Planners Group sold out of Microvision (MVIS) in Q1 2026, closing a stake of 67 shares — an estimated $828 sold.

Estate Planners Group first reported a position in MVIS in Q4 2025 and held it in 1 quarter. The position peaked at $828 in Q4 2025. 149 funds tracked by Wall St. Rank hold MVIS as of Q1 2026.

  • Estate Planners Group reported no remaining Microvision position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 67 Microvision shares in Q1 2026, an estimated $828.
  • Estate Planners Group first reported a position in Microvision in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Microvision position peaked at $828 in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Microvision as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.