N.E.W. Advisory Services’s Vuzix VUZI Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-155	Closed	-$586	–	955
2025 Q4	$586	Buy	+155	New	+$487	﹤0.01%	885

Other funds holding VUZI

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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

N.E.W. Advisory Services's VUZI Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Vuzix (VUZI) in Q1 2026, closing a stake of 155 shares — an estimated $586 sold.

N.E.W. Advisory Services first reported a position in VUZI in Q4 2025 and held it in 1 quarter. The position peaked at $586 in Q4 2025. 116 funds tracked by Wall St. Rank hold VUZI as of Q1 2026.

N.E.W. Advisory Services reported no remaining Vuzix position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 155 Vuzix shares in Q1 2026, an estimated $586.
N.E.W. Advisory Services first reported a position in Vuzix in Q4 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Vuzix position peaked at $586 in Q4 2025.
116 funds tracked by Wall St. Rank held Vuzix as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.