Larson Financial Group’s Vuzix VUZI Stock Holding History

Larson Financial Group’s Portfolio VUZI Stock Details VUZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26K	Hold	545	–	–	﹤0.01%	3089
2025 Q4	$2.06K	Hold	545	–	–	﹤0.01%	2777
2025 Q3	$1.71K	Buy	545 +145	+36%	+$342	﹤0.01%	2768
2025 Q2	$1.17K	Hold	400	–	–	﹤0.01%	2601
2025 Q1	$816	Hold	400	–	–	﹤0.01%	2440
2024 Q4	$1.58K	Sell	400 -1,500	-79%	-$3.08K	﹤0.01%	1931
2024 Q3	$2.22K	Hold	1,900	–	–	﹤0.01%	1834
2024 Q2	$2.56K	Buy	1,900 +1,500	+375%	+$2.07K	﹤0.01%	1559
2024 Q1	$484	Hold	400	–	–	﹤0.01%	1561
2023 Q4	$834	Hold	400	–	–	﹤0.01%	1497
2023 Q3	$1.45K	Hold	400	–	–	﹤0.01%	1424
2023 Q2	$2.04K	Hold	400	–	–	﹤0.01%	1264
2023 Q1	$1.66K	Hold	400	–	–	﹤0.01%	1274
2022 Q4	$1.46K	Buy	+400	New	+$1.83K	﹤0.01%	1239
2021 Q2	–	Sell	-130	Closed	-$3K	–	954
2021 Q1	$3K	Buy	+130	New	+$2.11K	﹤0.01%	686

Other funds holding VUZI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AIGH Capital Management Baltimore, Maryland $488M AUM 327.32% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mitsubishi UFJ Asset Management

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM