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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
Q2 		$1.03M Buy
229,065
+17,080
+8% +$74.4K 0.09% 90
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 – 599
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 – 957
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

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RA
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

Focused Wealth Management's KOPN Position: Q2 2026 in Review

Focused Wealth Management increased its Kopin (KOPN) stake by 8.1% in Q2 2026, buying an estimated $74.4K and bringing the position to 229,065 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #90.

Focused Wealth Management first reported a position in KOPN in Q2 2020 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Focused Wealth Management held 229,065 shares of Kopin worth $1.03M as of Q2 2026.
  • Focused Wealth Management bought 17,080 Kopin shares in Q2 2026, an estimated $74.4K.
  • Kopin made up 0.09% of Focused Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Focused Wealth Management first reported a position in Kopin in Q2 2020 and has held it in 12 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.