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Mount Yale Investment Advisors’s Microvision MVIS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-100
Closed -$114 – 1259
2025
Q2 		$114 Buy
+100
New +$115 ﹤0.01% 1468

Other funds holding MVIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's MVIS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Microvision (MVIS) in Q3 2025, closing a stake of 100 shares — an estimated $114 sold.

Mount Yale Investment Advisors first reported a position in MVIS in Q2 2025 and held it in 1 quarter. The position peaked at $114 in Q2 2025. 151 funds tracked by Wall St. Rank hold MVIS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Microvision position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 100 Microvision shares in Q3 2025, an estimated $114.
  • Mount Yale Investment Advisors first reported a position in Microvision in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Microvision position peaked at $114 in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Microvision as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.