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Valeo Financial Advisors’s Microvision MVIS Stock Holding History

Valeo Financial 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 		$19.7K Sell
4,019
-64
-2% -$528 ﹤0.01% 825
2026
Q1 		$39.3K Hold
4,083
– – ﹤0.01% 729
2025
Q4 		$50.7K Hold
4,083
– – ﹤0.01% 810
2025
Q3 		$75.9K Hold
4,083
– – ﹤0.01% 801
2025
Q2 		$69.8K Hold
4,083
– – ﹤0.01% 748
2025
Q1 		$75.9K Buy
4,083
+267
+7% +$5.58K ﹤0.01% 667
2024
Q4 		$75K Buy
3,816
+97
+3% +$1.53K ﹤0.01% 709
2024
Q3 		$63.6K Buy
3,719
+120
+3% +$1.87K ﹤0.01% 685
2024
Q2 		$57.2K Buy
3,599
+118
+3% +$2.33K ﹤0.01% 638
2024
Q1 		$74.7K Buy
3,481
+204
+6% +$6.93K ﹤0.01% 632
2023
Q4 		$131K Buy
3,277
+450
+16% +$15.5K 0.01% 606
2023
Q3 		$92.9K Buy
2,827
+627
+29% +$28.7K ﹤0.01% 594
2023
Q2 		$151K Buy
+2,200
New +$115K 0.01% 555
2020
Q3 		– Sell
-50
Closed -$1K – 1947
2020
Q2 		$1K Buy
+50
New +$602 ﹤0.01% 1918

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

Valeo Financial Advisors's MVIS Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Microvision (MVIS) stake by 1.6% in Q2 2026, selling an estimated $528 and leaving 4,019 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Valeo Financial Advisors first reported a position in MVIS in Q2 2020 and has held it in 14 quarters since. The position peaked at $151K in Q2 2023. 131 funds tracked by Wall St. Rank hold MVIS as of Q2 2026.

  • Valeo Financial Advisors held 4,019 shares of Microvision worth $19.7K as of Q2 2026.
  • Valeo Financial Advisors sold 64 Microvision shares in Q2 2026, an estimated $528.
  • Microvision made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #825 holding.
  • Valeo Financial Advisors first reported a position in Microvision in Q2 2020 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Microvision position peaked at $151K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Microvision as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.