True Wealth Design’s Microvision MVIS Stock Holding History

True Wealth Design’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
2025 Q3	–	Sell	-97	Closed	-$111	–	2820
2025 Q2	$111	Buy	97 +70	+259%	+$81	﹤0.01%	2219
2025 Q1	$34	Buy	+27	New	+$38	﹤0.01%	2476

Other funds holding MVIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's MVIS Position: Q3 2025 in Review

True Wealth Design sold out of Microvision (MVIS) in Q3 2025, closing a stake of 97 shares — an estimated $111 sold.

True Wealth Design first reported a position in MVIS in Q1 2025 and held it in 2 quarters. The position peaked at $111 in Q2 2025. 151 funds tracked by Wall St. Rank hold MVIS as of Q3 2025.

True Wealth Design reported no remaining Microvision position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 97 Microvision shares in Q3 2025, an estimated $111.
True Wealth Design first reported a position in Microvision in Q1 2025 and held it in 2 quarters.
True Wealth Design's Microvision position peaked at $111 in Q2 2025.
151 funds tracked by Wall St. Rank held Microvision as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.