Wealthcare Advisory Partners
MVIS icon

Wealthcare Advisory Partners’s Microvision MVIS Stock Holding History

Wealthcare Advisory Partners’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
-800
Closed -$3.92K – 1146
2026
Q2 		$3.92K Hold
800
– – ﹤0.01% 1082
2026
Q1 		$7.69K Hold
800
– – ﹤0.01% 1071
2025
Q4 		$9.9K Sell
800
-66
-8% -$1.05K ﹤0.01% 1065
2025
Q3 		$16.1K Buy
+866
New +$15.5K ﹤0.01% 1015

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Creative Planning
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Coldstream Capital Management
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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
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealthcare Advisory Partners's MVIS Position: Q3 2026 in Review

Wealthcare Advisory Partners sold out of Microvision (MVIS) in Q3 2026, closing a stake of 800 shares — an estimated $3.92K sold.

Wealthcare Advisory Partners first reported a position in MVIS in Q3 2025 and held it in 4 quarters. The position peaked at $16.1K in Q3 2025. 19 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

  • Wealthcare Advisory Partners reported no remaining Microvision position as of Q3 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 800 Microvision shares in Q3 2026, an estimated $3.92K.
  • Wealthcare Advisory Partners first reported a position in Microvision in Q3 2025 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Microvision position peaked at $16.1K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.