Wealth Enhancement Advisory Services
MVIS icon

Wealth Enhancement Advisory Services’s Microvision MVIS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-3,021
Closed -$17.4K – 4360
2026
Q2 		$17.4K Buy
3,021
+1,512
+100% +$12.5K ﹤0.01% 4050
2026
Q1 		$14.4K Buy
+1,509
New +$17.3K ﹤0.01% 3531
2025
Q3 		– Sell
-2,227
Closed -$38.1K – 3657
2025
Q2 		$38.1K Buy
+2,227
New +$38.6K ﹤0.01% 3251

Other funds holding MVIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
MCF Advisors
MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Birchwood Financial Partners
Birchwood Financial Partners Bloomington, Minnesota $134M AUM 14.47% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's MVIS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Microvision (MVIS) in Q3 2026, closing a stake of 3,021 shares — an estimated $17.4K sold.

Wealth Enhancement Advisory Services first reported a position in MVIS in Q2 2025 and held it in 3 quarters. The position peaked at $38.1K in Q2 2025. 24 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,021 Microvision shares in Q3 2026, an estimated $17.4K.
  • Wealth Enhancement Advisory Services first reported a position in Microvision in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Microvision position peaked at $38.1K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.