S.R. Schill & Associates’s Microvision MVIS Stock Holding History

S.R. Schill & Associates’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	$21.5K	Hold	65,724	–	–	0.01%	25
2026 Q1	$42.1K	Hold	65,724	–	–	0.03%	29
2025 Q4	$54.4K	Hold	65,724	–	–	0.04%	25
2025 Q3	$81.5K	Hold	65,724	–	–	0.06%	25
2025 Q2	$74.9K	Hold	65,724	–	–	0.06%	26
2025 Q1	$81.5K	Hold	65,724	–	–	0.07%	29
2024 Q4	$86.1K	Hold	65,724	–	–	0.07%	24
2024 Q3	$74.9K	Hold	65,724	–	–	0.05%	39
2024 Q2	$69.7K	Hold	65,724	–	–	0.03%	80
2024 Q1	$121K	Hold	65,724	–	–	0.05%	84
2023 Q4	$175K	Hold	65,724	–	–	0.08%	85
2023 Q3	$144K	Hold	65,724	–	–	0.07%	80
2023 Q2	$301K	Sell	65,724 -4,000	-6%	-$14K	0.14%	58
2023 Q1	$186K	Hold	69,724	–	–	0.09%	78
2022 Q4	$164K	Hold	69,724	–	–	0.08%	77
2022 Q3	$252K	Hold	69,724	–	–	0.13%	61
2022 Q2	$268K	Hold	69,724	–	–	0.13%	56
2022 Q1	$326K	Sell	69,724 -2,000	-3%	-$7.89K	0.14%	55
2021 Q4	$359K	Hold	71,724	–	–	0.14%	59
2021 Q3	$793K	Hold	71,724	–	–	0.34%	32
2021 Q2	$1.2M	Hold	71,724	–	–	0.48%	28
2021 Q1	$1.33M	Buy	71,724 +15,000	+26%	+$189K	0.59%	23
2020 Q4	$305K	Buy	+56,724	New	+$167K	0.14%	68

Other funds holding MVIS

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return

SAM

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

VFA

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

S.R. Schill & Associates's MVIS Position: Q2 2026 in Review

S.R. Schill & Associates held its Microvision (MVIS) position steady in Q2 2026 at 65,724 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #25.

S.R. Schill & Associates first reported a position in MVIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q1 2021. 36 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

S.R. Schill & Associates held 65,724 shares of Microvision worth $21.5K as of Q2 2026.
S.R. Schill & Associates left its Microvision share count unchanged in Q2 2026.
Microvision made up 0.01% of S.R. Schill & Associates's portfolio in Q2 2026, its #25 holding.
S.R. Schill & Associates first reported a position in Microvision in Q4 2020 and has held it in 23 quarters since.
S.R. Schill & Associates's Microvision position peaked at $1.33M in Q1 2021.
36 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on S.R. Schill & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.