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Lakeside Advisors’s Microvision MVIS Stock Holding History

Lakeside 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 		$33.6K Hold
6,843
– – 0.02% 65
2026
Q1 		$65.8K Hold
6,843
– – 0.04% 65
2025
Q4 		$85K Hold
6,843
– – 0.05% 62
2025
Q3 		$127K Hold
6,843
– – 0.08% 63
2025
Q2 		$117K Buy
6,843
+2,734
+67% +$47.3K 0.08% 62
2025
Q1 		$76.4K Hold
4,109
– – 0.05% 63
2024
Q4 		$80.7K Buy
4,109
+666
+19% +$10.5K 0.05% 63
2024
Q3 		$58.9K Hold
3,443
– – 0.04% 64
2024
Q2 		$54.7K Buy
3,443
+267
+8% +$5.27K 0.04% 64
2024
Q1 		$87.7K Hold
3,176
– – 0.06% 62
2023
Q4 		$127K Hold
3,176
– – 0.09% 61
2023
Q3 		$104K Hold
3,176
– – 0.08% 61
2023
Q2 		$218K Hold
3,176
– – 0.16% 56
2023
Q1 		$127K Hold
3,176
– – 0.1% 59
2022
Q4 		$112K Hold
3,176
– – 0.09% 57
2022
Q3 		$172K Hold
3,176
– – 0.15% 53
2022
Q2 		$183K Buy
3,176
+667
+27% +$35.8K 0.16% 56
2022
Q1 		$176K Buy
2,509
+1,333
+113% +$78.8K 0.13% 57
2021
Q4 		$88K Buy
+1,176
New +$140K 0.06% 55

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 $3.38T AUM 44.17% 1-Year Est. Return

Lakeside Advisors's MVIS Position: Q2 2026 in Review

Lakeside Advisors held its Microvision (MVIS) position steady in Q2 2026 at 6,843 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #65.

Lakeside Advisors first reported a position in MVIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $218K in Q2 2023. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Lakeside Advisors held 6,843 shares of Microvision worth $33.6K as of Q2 2026.
  • Lakeside Advisors left its Microvision share count unchanged in Q2 2026.
  • Microvision made up 0.02% of Lakeside Advisors's portfolio in Q2 2026, its #65 holding.
  • Lakeside Advisors first reported a position in Microvision in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Microvision position peaked at $218K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.