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Herald Investment Management’s Kopin KOPN Stock Holding History

Herald Investment 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
Q3 		– Sell
-1,247,500
Closed -$5.58M – 48
2026
Q2 		$5.58M Sell
1,247,500
-652,500
-34% -$2.84M 0.76% 46
2026
Q1 		$4.29M Hold
1,900,000
– – 0.6% 50
2025
Q4 		$4.43M Sell
1,900,000
-100,000
-5% -$289K 0.58% 50
2025
Q3 		$4.86M Buy
2,000,000
+465,000
+30% +$949K 0.65% 43
2025
Q2 		$2.33M Hold
1,535,000
– – 0.35% 70
2025
Q1 		$1.43M Hold
1,535,000
– – 0.27% 84
2024
Q4 		$2.06M Hold
1,535,000
– – 0.34% 73
2024
Q3 		$1.12M Buy
+1,535,000
New +$1.41M 0.19% 83

Other funds holding KOPN

SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herald Investment Management's KOPN Position: Q3 2026 in Review

Herald Investment Management sold out of Kopin (KOPN) in Q3 2026, closing a stake of 1,247,500 shares — an estimated $5.58M sold.

Herald Investment Management first reported a position in KOPN in Q3 2024 and held it in 8 quarters. The position peaked at $5.58M in Q2 2026. 8 funds tracked by Wall St. Rank hold KOPN as of Q3 2026.

  • Herald Investment Management reported no remaining Kopin position as of Q3 2026 after selling out during the quarter.
  • Herald Investment Management sold 1,247,500 Kopin shares in Q3 2026, an estimated $5.58M.
  • Herald Investment Management first reported a position in Kopin in Q3 2024 and held it in 8 quarters.
  • Herald Investment Management's Kopin position peaked at $5.58M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Kopin as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.