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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
Q2 		– Sell
-388
Closed -$3.74K – 931
2026
Q1 		$3.74K Sell
388
-42
-10% -$481 ﹤0.01% 673
2025
Q4 		$5.35K Hold
430
– – ﹤0.01% 658
2025
Q3 		$8.01K Hold
430
– – ﹤0.01% 632
2025
Q2 		$7.36K Hold
430
– – ﹤0.01% 627
2025
Q1 		$8.01K Buy
+430
New +$8.98K ﹤0.01% 585

Other funds holding MVIS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SOA Wealth Advisors's MVIS Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Microvision (MVIS) in Q2 2026, closing a stake of 388 shares — an estimated $3.74K sold.

SOA Wealth Advisors first reported a position in MVIS in Q1 2025 and held it in 5 quarters. The position peaked at $8.01K in Q3 2025. 132 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Microvision position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 388 Microvision shares in Q2 2026, an estimated $3.74K.
  • SOA Wealth Advisors first reported a position in Microvision in Q1 2025 and held it in 5 quarters.
  • SOA Wealth Advisors's Microvision position peaked at $8.01K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.