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Nalls Sherbakoff Group’s Vuzix VUZI Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$378 Hold
100
– – ﹤0.01% 427
2025
Q3 		$313 Hold
100
– – ﹤0.01% 415
2025
Q2 		$292 Hold
100
– – ﹤0.01% 417
2025
Q1 		$204 Buy
+100
New +$328 ﹤0.01% 426
2023
Q4 		$209 Hold
100
– – ﹤0.01% 442
2023
Q3 		$363 Hold
100
– – ﹤0.01% 440
2023
Q2 		$502 Hold
100
– – ﹤0.01% 448
2023
Q1 		$393 Buy
+100
New +$450 ﹤0.01% 490

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Nalls Sherbakoff Group's VUZI Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vuzix (VUZI) position steady in Q4 2025 at 100 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Nalls Sherbakoff Group first reported a position in VUZI in Q1 2023 and has held it in 8 quarters since. The position peaked at $502 in Q2 2023. 103 funds tracked by Wall St. Rank hold VUZI as of Q4 2025.

  • Nalls Sherbakoff Group held 100 shares of Vuzix worth $378 as of Q4 2025.
  • Nalls Sherbakoff Group left its Vuzix share count unchanged in Q4 2025.
  • Vuzix made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #427 holding.
  • Nalls Sherbakoff Group first reported a position in Vuzix in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Vuzix position peaked at $502 in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Vuzix as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.