SWIM
MVIS icon

Smallwood Wealth Investment Management’s Microvision MVIS Stock Holding History

Smallwood Wealth Investment 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 Hold
25
– – ﹤0.01% 524
2026
Q1 		$16 Hold
25
– – ﹤0.01% 518
2025
Q4 		$20 Hold
25
– – ﹤0.01% 507
2025
Q3 		$31 Hold
25
– – ﹤0.01% 516
2025
Q2 		$28 Hold
25
– – ﹤0.01% 551
2025
Q1 		$31 Buy
+25
New +$35 ﹤0.01% 492

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

Smallwood Wealth Investment Management's MVIS Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Microvision (MVIS) position steady in Q2 2026 at 25 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Smallwood Wealth Investment Management first reported a position in MVIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $31 in Q3 2025. 33 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Smallwood Wealth Investment Management held 25 shares of Microvision worth $8 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Microvision share count unchanged in Q2 2026.
  • Microvision made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #524 holding.
  • Smallwood Wealth Investment Management first reported a position in Microvision in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Microvision position peaked at $31 in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.