EWA
KOPN icon

EverSource Wealth Advisors’s Kopin KOPN Stock Holding History

EverSource Wealth Advisors’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.9K Sell
11,933
-2,000
-14% -$4.84K ﹤0.01% 2317
2025
Q4 		$32.6K Sell
13,933
-2,000
-13% -$5.78K ﹤0.01% 2043
2025
Q3 		$38.7K Sell
15,933
-2,567
-14% -$5.24K ﹤0.01% 1898
2025
Q2 		$28.3K Hold
18,500
– – ﹤0.01% 2022
2025
Q1 		$17.2K Sell
18,500
-5,952
-24% -$8.75K ﹤0.01% 1773
2024
Q4 		$33.3K Buy
24,452
+1,952
+9% +$1.87K ﹤0.01% 1369
2024
Q3 		$16.4K Hold
22,500
– – ﹤0.01% 1596
2024
Q2 		$23.9K Buy
22,500
+2,000
+10% +$1.95K ﹤0.01% 1416
2024
Q1 		$16.1K Buy
+20,500
New +$45.5K ﹤0.01% 1462

Other funds holding KOPN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return