Mark Sheptoff Financial Planning’s Kopin KOPN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KOPN Stock Details KOPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$448	Hold	100	–	–	﹤0.01%	504
2026 Q1	$475	Hold	100	–	–	﹤0.01%	495
2025 Q4	$234	Hold	100	–	–	﹤0.01%	499
2025 Q3	$243	Hold	100	–	–	﹤0.01%	473
2025 Q2	$153	Hold	100	–	–	﹤0.01%	508
2025 Q1	$93	Hold	100	–	–	﹤0.01%	442
2024 Q4	$136	Hold	100	–	–	﹤0.01%	427
2024 Q3	$73	Hold	100	–	–	﹤0.01%	425
2024 Q2	$84	Hold	100	–	–	﹤0.01%	424
2024 Q1	$180	Hold	100	–	–	﹤0.01%	392
2023 Q4	$203	Hold	100	–	–	﹤0.01%	386
2023 Q3	$122	Hold	100	–	–	﹤0.01%	374
2023 Q2	$215	Hold	100	–	–	﹤0.01%	381
2023 Q1	$109	Hold	100	–	–	﹤0.01%	378
2022 Q4	$124	Hold	100	–	–	﹤0.01%	387
2022 Q3	$0	Hold	100	–	–	﹤0.01%	383
2022 Q2	$0	Hold	100	–	–	﹤0.01%	406
2022 Q1	$0	Hold	100	–	–	﹤0.01%	462
2021 Q4	$0	Hold	100	–	–	﹤0.01%	468
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	383
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	402
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	363
2020 Q4	$0	Hold	100	–	–	﹤0.01%	364
2020 Q3	$0	Hold	100	–	–	﹤0.01%	351
2020 Q2	$0	Hold	100	–	–	﹤0.01%	364
2020 Q1	$0	Hold	100	–	–	﹤0.01%	367
2019 Q4	$0	Hold	100	–	–	﹤0.01%	373
2019 Q3	$0	Hold	100	–	–	﹤0.01%	374
2019 Q2	$0	Hold	100	–	–	﹤0.01%	360
2019 Q1	$0	Hold	100	–	–	﹤0.01%	363
2018 Q4	$0	Hold	100	–	–	﹤0.01%	345
2018 Q3	$0	Hold	100	–	–	﹤0.01%	371
2018 Q2	$0	Hold	100	–	–	﹤0.01%	377
2018 Q1	$0	Hold	100	–	–	﹤0.01%	389
2017 Q4	$0	Hold	100	–	–	﹤0.01%	375
2017 Q3	$0	Hold	100	–	–	﹤0.01%	383
2017 Q2	$0	Sell	100 -1	-1%	-$4	﹤0.01%	369
2017 Q1	$0	Buy	101 +1	+1%	+$4	﹤0.01%	368
2016 Q4	$0	Hold	100	–	–	﹤0.01%	365
2016 Q3	$0	Hold	100	–	–	﹤0.01%	359
2016 Q2	$0	Hold	100	–	–	﹤0.01%	364
2016 Q1	$0	Hold	100	–	–	﹤0.01%	376
2015 Q4	$0	Hold	100	–	–	﹤0.01%	405
2015 Q3	$0	Hold	100	–	–	﹤0.01%	423
2015 Q2	$0	Hold	100	–	–	﹤0.01%	393
2015 Q1	$0	Hold	100	–	–	﹤0.01%	340
2014 Q4	$0	Sell	100 -1,000	-91%	-$3.44K	﹤0.01%	332
2014 Q3	$4K	Hold	1,100	–	–	﹤0.01%	307
2014 Q2	$4K	Hold	1,100	–	–	﹤0.01%	314
2014 Q1	$4K	Buy	+1,100	New	+$4.44K	﹤0.01%	325

Other funds holding KOPN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's KOPN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Kopin (KOPN) position steady in Q2 2026 at 100 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Mark Sheptoff Financial Planning first reported a position in KOPN in Q1 2014 and has held it in 50 quarters since. The position peaked at $4K in Q3 2014. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

Mark Sheptoff Financial Planning held 100 shares of Kopin worth $448 as of Q2 2026.
Mark Sheptoff Financial Planning left its Kopin share count unchanged in Q2 2026.
Kopin made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #504 holding.
Mark Sheptoff Financial Planning first reported a position in Kopin in Q1 2014 and has held it in 50 quarters since.
Mark Sheptoff Financial Planning's Kopin position peaked at $4K in Q3 2014.
201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.