Paradigm Strategies in Wealth Management’s Microvision MVIS Stock Holding History

Paradigm Strategies in Wealth Management’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 Q2	$8.5K	Hold	26,000	–	–	0.01%	61
2026 Q1	$16.7K	Hold	26,000	–	–	0.01%	55
2025 Q4	$21.5K	Hold	26,000	–	–	0.01%	49
2025 Q3	$32.2K	Hold	26,000	–	–	0.02%	53
2025 Q2	$29.6K	Hold	26,000	–	–	0.02%	53
2025 Q1	$32.2K	Buy	26,000 +8,500	+49%	+$11.8K	0.02%	53
2024 Q4	$22.9K	Hold	17,500	–	–	0.02%	50
2024 Q3	$19.9K	Hold	17,500	–	–	0.01%	54
2024 Q2	$18.6K	Buy	17,500 +500	+3%	+$658	0.01%	50
2024 Q1	$31.3K	Hold	17,000	–	–	0.02%	50
2023 Q4	$45.2K	Hold	17,000	–	–	0.03%	46
2023 Q3	$37.2K	Hold	17,000	–	–	0.02%	45
2023 Q2	$77.9K	Buy	17,000 +4,000	+31%	+$14K	0.05%	44
2023 Q1	$34.7K	Sell	13,000 -132,815	-91%	-$335K	0.03%	43
2022 Q4	$343K	Buy	145,815 +180	+0.1%	+$558	0.31%	28
2022 Q3	$526K	Sell	145,635 -1,069	-0.7%	-$5.04K	0.48%	21
2022 Q2	$563K	Buy	146,704 +46,204	+46%	+$165K	0.61%	21
2022 Q1	$469K	Buy	100,500 +44,187	+78%	+$174K	0.49%	24
2021 Q4	$282K	Buy	56,313 +8,660	+18%	+$68.9K	0.29%	35
2021 Q3	$527K	Buy	47,653 +13,700	+40%	+$190K	0.5%	24
2021 Q2	$569K	Sell	33,953 -2,205	-6%	-$36.2K	0.51%	23
2021 Q1	$671K	Buy	+36,158	New	+$454K	0.65%	22

Other funds holding MVIS

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Paradigm Strategies in Wealth Management's MVIS Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management held its Microvision (MVIS) position steady in Q2 2026 at 26,000 shares worth $8.5K. The position accounts for 0.01% of the portfolio, ranked #61.

Paradigm Strategies in Wealth Management first reported a position in MVIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $671K in Q1 2021. 27 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

Paradigm Strategies in Wealth Management held 26,000 shares of Microvision worth $8.5K as of Q2 2026.
Paradigm Strategies in Wealth Management left its Microvision share count unchanged in Q2 2026.
Microvision made up 0.01% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #61 holding.
Paradigm Strategies in Wealth Management first reported a position in Microvision in Q1 2021 and has held it in 22 quarters since.
Paradigm Strategies in Wealth Management's Microvision position peaked at $671K in Q1 2021.
27 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.