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SOA Wealth Advisors’s Microvision MVIS Stock Holding History

SOA Wealth Advisors’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
Q1 		$3.74K Sell
5,827
-630
-10% -$481 ﹤0.01% 673
2025
Q4 		$5.35K Hold
6,457
– – ﹤0.01% 658
2025
Q3 		$8.01K Hold
6,457
– – ﹤0.01% 632
2025
Q2 		$7.36K Hold
6,457
– – ﹤0.01% 627
2025
Q1 		$8.01K Buy
+6,457
New +$8.99K ﹤0.01% 585

Other funds holding MVIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SOA Wealth Advisors's MVIS Position: Q1 2026 in Review

SOA Wealth Advisors reduced its Microvision (MVIS) stake by 9.8% in Q1 2026, selling an estimated $481 and leaving 5,827 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

SOA Wealth Advisors first reported a position in MVIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.01K in Q3 2025. 149 funds tracked by Wall St. Rank hold MVIS as of Q1 2026.

  • SOA Wealth Advisors held 5,827 shares of Microvision worth $3.74K as of Q1 2026.
  • SOA Wealth Advisors sold 630 Microvision shares in Q1 2026, an estimated $481.
  • Microvision made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #673 holding.
  • SOA Wealth Advisors first reported a position in Microvision in Q1 2025 and has held it in 5 quarters since.
  • SOA Wealth Advisors's Microvision position peaked at $8.01K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Microvision as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.