SAG
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SageView Advisory Group’s Kopin KOPN Stock Holding History

SageView Advisory Group’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,000
Closed -$46.8K – 1587
2025
Q4 		$46.8K Hold
20,000
– – ﹤0.01% 1104
2025
Q3 		$48.6K Buy
+20,000
New +$40.8K ﹤0.01% 639

Other funds holding KOPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageView Advisory Group's KOPN Position: Q1 2026 in Review

SageView Advisory Group sold out of Kopin (KOPN) in Q1 2026, closing a stake of 20,000 shares — an estimated $46.8K sold.

SageView Advisory Group first reported a position in KOPN in Q3 2025 and held it in 2 quarters. The position peaked at $48.6K in Q3 2025. 158 funds tracked by Wall St. Rank hold KOPN as of Q1 2026.

  • SageView Advisory Group reported no remaining Kopin position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20,000 Kopin shares in Q1 2026, an estimated $46.8K.
  • SageView Advisory Group first reported a position in Kopin in Q3 2025 and held it in 2 quarters.
  • SageView Advisory Group's Kopin position peaked at $48.6K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Kopin as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.