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 Q3	–	Sell	-6,843	Closed	-$33.6K	–	68
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Lakeside Advisors's MVIS Position: Q3 2026 in Review

Lakeside Advisors sold out of Microvision (MVIS) in Q3 2026, closing a stake of 6,843 shares — an estimated $33.6K sold.

Lakeside Advisors first reported a position in MVIS in Q4 2021 and held it in 19 quarters. The position peaked at $218K in Q2 2023. 31 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

Lakeside Advisors reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
Lakeside Advisors sold 6,843 Microvision shares in Q3 2026, an estimated $33.6K.
Lakeside Advisors first reported a position in Microvision in Q4 2021 and held it in 19 quarters.
Lakeside Advisors's Microvision position peaked at $218K in Q2 2023.
31 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.