EverSource Wealth Advisors
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
Q2 		$42.3K Sell
9,433
-2,500
-21% -$10.9K ﹤0.01% 1882
2026
Q1 		$26.8K 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 		$23.8K 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

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's KOPN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kopin (KOPN) stake by 21% in Q2 2026, selling an estimated $10.9K and leaving 9,433 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

EverSource Wealth Advisors first reported a position in KOPN in Q1 2024 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • EverSource Wealth Advisors held 9,433 shares of Kopin worth $42.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,500 Kopin shares in Q2 2026, an estimated $10.9K.
  • Kopin made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1882 holding.
  • EverSource Wealth Advisors first reported a position in Kopin in Q1 2024 and has held it in 10 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.