MYIA
VUZI icon

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
2026
Q2 		$93.4K Buy
+32,200
New +$101K ﹤0.01% 1175
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

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Mount Yale Investment Advisors's VUZI Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Vuzix (VUZI) in Q2 2026: 32,200 shares worth $93.4K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VUZI as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VUZI in Q1 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • Mount Yale Investment Advisors held 32,200 shares of Vuzix worth $93.4K as of Q2 2026.
  • Vuzix was a new Mount Yale Investment Advisors position in Q2 2026.
  • Vuzix made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1175 holding.
  • Mount Yale Investment Advisors first reported a position in Vuzix in Q1 2024 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.