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Focused Wealth Management’s Kopin KOPN Stock Holding History

Focused Wealth Management’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 		$477K Sell
211,985
-459
-0.2% -$1.11K 0.05% 121
2025
Q4 		$497K Buy
212,444
+5,000
+2% +$14.4K 0.05% 107
2025
Q3 		$504K Buy
207,444
+99,347
+92% +$203K 0.05% 105
2025
Q2 		$165K Hold
108,097
– – 0.02% 180
2025
Q1 		$101K Buy
108,097
+1,360
+1% +$2K 0.01% 184
2024
Q4 		$145K Buy
+106,737
New +$102K 0.02% 162
2024
Q1 		– Sell
-480
Closed -$974 – 602
2023
Q4 		$974 Hold
480
– – ﹤0.01% 859
2023
Q3 		$586 Buy
+480
New +$778 ﹤0.01% 903
2021
Q1 		– Sell
-3,000
Closed -$7K – 965
2020
Q4 		$7K Sell
3,000
-430
-13% -$701 ﹤0.01% 611
2020
Q3 		$5K Buy
3,430
+2,930
+586% +$4.52K ﹤0.01% 600
2020
Q2 		$1K Buy
+500
New +$419 ﹤0.01% 718

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