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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
2025
Q1 		– Sell
-667
Closed -$13.1K – 742
2024
Q4 		$13.1K Sell
667
-333
-33% -$5.25K ﹤0.01% 737
2024
Q3 		$17.1K Buy
1,000
+667
+200% +$10.4K ﹤0.01% 699
2024
Q2 		$5 Buy
+333
New +$6.58K ﹤0.01% 678
2024
Q1 		– Sell
-2,620
Closed -$105 – 694
2023
Q4 		$105 Sell
2,620
-180
-6% -$6.19K ﹤0.01% 648
2023
Q3 		$92 Buy
+2,800
New +$128K ﹤0.01% 632

Other funds holding MVIS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LA
Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 38 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.
  • 38 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.