EverSource Wealth Advisors’s Vuzix VUZI Stock Holding History

EverSource Wealth Advisors’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 Q2	$119	Sell	41 -74	-64%	-$233	﹤0.01%	4291
2026 Q1	$266	Buy	+115	New	+$314	﹤0.01%	4166
2023 Q3	–	Sell	-557	Closed	-$2.84K	–	2670
2023 Q2	$2.84K	Hold	557	–	–	﹤0.01%	1937
2023 Q1	$2.31K	Sell	557 -1,388	-71%	-$6.24K	﹤0.01%	1897
2022 Q4	$7.08K	Buy	+1,945	New	+$8.9K	﹤0.01%	1465

Other funds holding VUZI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

EverSource Wealth Advisors reduced its Vuzix (VUZI) stake by 64% in Q2 2026, selling an estimated $233 and leaving 41 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #4291.

EverSource Wealth Advisors first reported a position in VUZI in Q4 2022 and has held it in 5 quarters since. The position peaked at $7.08K in Q4 2022. 127 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

EverSource Wealth Advisors held 41 shares of Vuzix worth $119 as of Q2 2026.
EverSource Wealth Advisors sold 74 Vuzix shares in Q2 2026, an estimated $233.
Vuzix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4291 holding.
EverSource Wealth Advisors first reported a position in Vuzix in Q4 2022 and has held it in 5 quarters since.
EverSource Wealth Advisors's Vuzix position peaked at $7.08K in Q4 2022.
127 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

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