EWA
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EverSource Wealth Advisors’s Microvision MVIS Stock Holding History

EverSource Wealth Advisors’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 		$1K Buy
204
+60
+42% +$495 ﹤0.01% 3961
2026
Q1 		$1.39K Buy
144
+124
+620% +$1.42K ﹤0.01% 3756
2025
Q4 		$243 Buy
20
+15
+300% +$239 ﹤0.01% 4004
2025
Q3 		$100 Hold
5
– – ﹤0.01% 4204
2025
Q2 		$92 Sell
5
-8
-62% -$139 ﹤0.01% 4137
2025
Q1 		$250 Buy
+13
New +$272 ﹤0.01% 3648
2023
Q1 		– Sell
-51
Closed -$1.8K – 2476
2022
Q4 		$1.8K Buy
+51
New +$2.37K ﹤0.01% 1945

Other funds holding MVIS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Microvision (MVIS) stake by 42% in Q2 2026, buying an estimated $495 and bringing the position to 204 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

EverSource Wealth Advisors first reported a position in MVIS in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.8K in Q4 2022. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • EverSource Wealth Advisors held 204 shares of Microvision worth $1K as of Q2 2026.
  • EverSource Wealth Advisors bought 60 Microvision shares in Q2 2026, an estimated $495.
  • Microvision made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3961 holding.
  • EverSource Wealth Advisors first reported a position in Microvision in Q4 2022 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Microvision position peaked at $1.8K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

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