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Fulcrum Wealth Advisors’s Microvision MVIS Stock Holding History

Fulcrum 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 		$3.27K Buy
+667
New +$5.5K ﹤0.01% 81

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

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

Fulcrum Wealth Advisors opened a new position in Microvision (MVIS) in Q2 2026: 667 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #81 among its holdings.

131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Fulcrum Wealth Advisors held 667 shares of Microvision worth $3.27K as of Q2 2026.
  • Microvision was a new Fulcrum Wealth Advisors position in Q2 2026.
  • Microvision made up ﹤0.01% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.