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Synergy Asset Management’s Microvision MVIS Stock Holding History

Synergy Asset 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 		$23.8K Buy
4,859
+2,294
+89% +$18.9K ﹤0.01% 274
2026
Q1 		$24.7K Hold
2,565
– – ﹤0.01% 252
2025
Q4 		$31.9K Sell
2,565
-5,129
-67% -$81.8K ﹤0.01% 227
2025
Q3 		$135K Buy
7,694
+5,129
+200% +$91.7K ﹤0.01% 249
2025
Q2 		$43.9K Hold
2,565
– – 0.01% 185
2025
Q1 		$47.7K Buy
2,565
+548
+27% +$11.4K 0.01% 169
2024
Q4 		$38.4K Buy
2,017
+1,178
+140% +$18.6K ﹤0.01% 300
2024
Q3 		$14.3K Hold
839
– – ﹤0.01% 140
2024
Q2 		$13.3K Buy
+839
New +$16.6K ﹤0.01% 140

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

Synergy Asset Management's MVIS Position: Q2 2026 in Review

Synergy Asset Management increased its Microvision (MVIS) stake by 89% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,859 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Synergy Asset Management first reported a position in MVIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $135K in Q3 2025. 132 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Synergy Asset Management held 4,859 shares of Microvision worth $23.8K as of Q2 2026.
  • Synergy Asset Management bought 2,294 Microvision shares in Q2 2026, an estimated $18.9K.
  • Microvision made up ﹤0.01% of Synergy Asset Management's portfolio in Q2 2026, its #274 holding.
  • Synergy Asset Management first reported a position in Microvision in Q2 2024 and has held it in 9 quarters since.
  • Synergy Asset Management's Microvision position peaked at $135K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.