Farther Finance Advisors’s Vuzix VUZI Stock Holding History

Farther Finance 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 Q3	–	Sell	-60	Closed	-$174	–	6342
2026 Q2	$174	Buy	60 +55	+1,100%	+$173	﹤0.01%	5738
2026 Q1	$12	Buy	+5	New	+$14	﹤0.01%	5688
2024 Q1	–	Sell	-28	Closed	-$58	–	3750
2023 Q4	$58	Buy	+28	New	+$76	﹤0.01%	3360

Other funds holding VUZI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors's VUZI Position: Q3 2026 in Review

Farther Finance Advisors sold out of Vuzix (VUZI) in Q3 2026, closing a stake of 60 shares — an estimated $174 sold.

Farther Finance Advisors first reported a position in VUZI in Q4 2023 and held it in 3 quarters. The position peaked at $174 in Q2 2026. 5 funds tracked by Wall St. Rank hold VUZI as of Q3 2026.

Farther Finance Advisors reported no remaining Vuzix position as of Q3 2026 after selling out during the quarter.
Farther Finance Advisors sold 60 Vuzix shares in Q3 2026, an estimated $174.
Farther Finance Advisors first reported a position in Vuzix in Q4 2023 and held it in 3 quarters.
Farther Finance Advisors's Vuzix position peaked at $174 in Q2 2026.
5 funds tracked by Wall St. Rank held Vuzix as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.