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Kestra Private Wealth Services’s Microvision MVIS Stock Holding History

Kestra Private Wealth Services’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 		$19.5K Buy
3,981
+530
+15% +$4.37K ﹤0.01% 1797
2026
Q1 		$33.2K Sell
3,451
-1,333
-28% -$15.3K ﹤0.01% 1725
2025
Q4 		$59.4K Sell
4,784
-5,241
-52% -$83.6K ﹤0.01% 1678
2025
Q3 		$186K Hold
10,025
– – ﹤0.01% 1564
2025
Q2 		$171K Sell
10,025
-100
-1% -$1.73K ﹤0.01% 1516
2025
Q1 		$188K Hold
10,125
– – ﹤0.01% 1395
2024
Q4 		$199K Buy
10,125
+85
+0.8% +$1.34K ﹤0.01% 1318
2024
Q3 		$172K Sell
10,040
-273
-3% -$4.25K ﹤0.01% 1283
2024
Q2 		$164K Hold
10,313
– – ﹤0.01% 1257
2024
Q1 		$285K Buy
10,313
+267
+3% +$9.07K 0.01% 1037
2023
Q4 		$401K Hold
10,046
– – 0.01% 821
2023
Q3 		$330K Buy
10,046
+6,703
+201% +$307K 0.01% 824
2023
Q2 		$230K Sell
3,343
-3,105
-48% -$163K 0.01% 919
2023
Q1 		$258K Buy
6,448
+596
+10% +$22.6K 0.01% 834
2022
Q4 		$206K Buy
+5,852
New +$272K 0.01% 794

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

Kestra Private Wealth Services's MVIS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Microvision (MVIS) stake by 15% in Q2 2026, buying an estimated $4.37K and bringing the position to 3,981 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Kestra Private Wealth Services first reported a position in MVIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $401K in Q4 2023. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Kestra Private Wealth Services held 3,981 shares of Microvision worth $19.5K as of Q2 2026.
  • Kestra Private Wealth Services bought 530 Microvision shares in Q2 2026, an estimated $4.37K.
  • Microvision made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1797 holding.
  • Kestra Private Wealth Services first reported a position in Microvision in Q4 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Microvision position peaked at $401K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.