Waterford Advisors’s Vuzix VUZI Stock Holding History

Waterford Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,741	Closed	-$26.4K	–	67
2026 Q1	$26.4K	Buy	+12,741	New	+$34.8K	0.01%	57

Other funds holding VUZI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Waterford Advisors's VUZI Position: Q2 2026 in Review

Waterford Advisors sold out of Vuzix (VUZI) in Q2 2026, closing a stake of 12,741 shares — an estimated $26.4K sold.

Waterford Advisors first reported a position in VUZI in Q1 2026 and held it in 1 quarter. The position peaked at $26.4K in Q1 2026. 127 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

Waterford Advisors reported no remaining Vuzix position as of Q2 2026 after selling out during the quarter.
Waterford Advisors sold 12,741 Vuzix shares in Q2 2026, an estimated $26.4K.
Waterford Advisors first reported a position in Vuzix in Q1 2026 and held it in 1 quarter.
Waterford Advisors's Vuzix position peaked at $26.4K in Q1 2026.
127 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.