UAS
MVIS icon

United Asset Strategies’s Microvision MVIS Stock Holding History

United Asset Strategies’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
2021
Q2 		– Sell
-133
Closed -$13K – 222
2021
Q1 		$13K Buy
+133
New +$25.1K ﹤0.01% 209

Other funds holding MVIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

United Asset Strategies's MVIS Position: Q1 2025 in Review

United Asset Strategies sold out of Microvision (MVIS) in Q1 2025, closing a stake of 687 shares — an estimated $13.5K sold.

United Asset Strategies first reported a position in MVIS in Q2 2020 and held it in 6 quarters. The position peaked at $186K in Q1 2021. 151 funds tracked by Wall St. Rank hold MVIS as of Q1 2025.

  • United Asset Strategies reported no remaining Microvision position as of Q1 2025 after selling out during the quarter.
  • United Asset Strategies sold 687 Microvision shares in Q1 2025, an estimated $13.5K.
  • United Asset Strategies first reported a position in Microvision in Q2 2020 and held it in 6 quarters.
  • United Asset Strategies's Microvision position peaked at $186K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Microvision as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.