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Wealthspire Advisors (New York)’s Kopin KOPN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Hold
28,741
– – ﹤0.01% 1207
2026
Q1 		$64.7K Hold
28,741
– – ﹤0.01% 904
2025
Q4 		$67.3K Buy
+28,741
New +$83K ﹤0.01% 1019

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s KOPN Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Kopin (KOPN) position steady in Q2 2026 at 28,741 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Wealthspire Advisors (New York) first reported a position in KOPN in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Wealthspire Advisors (New York) held 28,741 shares of Kopin worth $129K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Kopin share count unchanged in Q2 2026.
  • Kopin made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1207 holding.
  • Wealthspire Advisors (New York) first reported a position in Kopin in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.