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Integrated Wealth Concepts’s Microvision MVIS Stock Holding History

Integrated Wealth Concepts’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 		$1.69K Buy
+344
New +$2.84K ﹤0.01% 5401

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

Integrated Wealth Concepts's MVIS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Microvision (MVIS) in Q2 2026: 344 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #5401 among its holdings.

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

  • Integrated Wealth Concepts held 344 shares of Microvision worth $1.69K as of Q2 2026.
  • Microvision was a new Integrated Wealth Concepts position in Q2 2026.
  • Microvision made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5401 holding.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.