Newbridge Financial Services Group’s Microvision MVIS Stock Holding History

Newbridge Financial Services Group’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
2026 Q3	–	Sell	-667	Closed	-$3.27K	–	1367
2026 Q2	$3.27K	Hold	667	–	–	﹤0.01%	1025
2026 Q1	$6.41K	Hold	667	–	–	﹤0.01%	870
2025 Q4	$8.28K	Hold	667	–	–	﹤0.01%	815
2025 Q3	$12.4K	Hold	667	–	–	﹤0.01%	856
2025 Q2	$11.4K	Buy	+667	New	+$11.6K	﹤0.01%	852
2024 Q3	–	Sell	-33	Closed	-$530	–	941
2024 Q2	$530	Hold	33	–	–	﹤0.01%	1020
2024 Q1	$920	Buy	+33	New	+$1.12K	﹤0.01%	1048

Other funds holding MVIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Birchwood Financial Partners Bloomington, Minnesota $134M AUM 14.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Newbridge Financial Services Group's MVIS Position: Q3 2026 in Review

Newbridge Financial Services Group sold out of Microvision (MVIS) in Q3 2026, closing a stake of 667 shares — an estimated $3.27K sold.

Newbridge Financial Services Group first reported a position in MVIS in Q1 2024 and held it in 7 quarters. The position peaked at $12.4K in Q3 2025. 18 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

Newbridge Financial Services Group reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 667 Microvision shares in Q3 2026, an estimated $3.27K.
Newbridge Financial Services Group first reported a position in Microvision in Q1 2024 and held it in 7 quarters.
Newbridge Financial Services Group's Microvision position peaked at $12.4K in Q3 2025.
18 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.