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Mount Yale Investment Advisors’s Vuzix VUZI Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-22,100
Closed -$64.5K – 1587
2025
Q2 		$64.5K Hold
22,100
– – 0.01% 744
2025
Q1 		$45.1K Hold
22,100
– – ﹤0.01% 527
2024
Q4 		$87.1K Buy
+22,100
New +$45.3K 0.01% 535
2024
Q3 		– Sell
-22,100
Closed -$29.8K – 613
2024
Q2 		$29.8K Hold
22,100
– – ﹤0.01% 531
2024
Q1 		$26.7K Buy
+22,100
New +$36.1K ﹤0.01% 531

Other funds holding VUZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Vuzix (VUZI) in Q3 2025, closing a stake of 22,100 shares — an estimated $64.5K sold.

Mount Yale Investment Advisors first reported a position in VUZI in Q1 2024 and held it in 5 quarters. The position peaked at $87.1K in Q4 2024. 113 funds tracked by Wall St. Rank hold VUZI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Vuzix position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 22,100 Vuzix shares in Q3 2025, an estimated $64.5K.
  • Mount Yale Investment Advisors first reported a position in Vuzix in Q1 2024 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Vuzix position peaked at $87.1K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Vuzix as of Q3 2025.

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